Wealth Platform

Our client portal “Wealth Platform” provides a consolidated view of your wealth and gives you instant access to your information, securely, at any time, on any device.


Always On

  • Access all your information instantly 24/7
  • View from your mobile, tablet, laptop or desktop
  • Secure sign-in with two-factor authentication

Keep in Touch

  • Keeps you connected to your financial adviser when you can’t see them face-to-face
  • Secure transfer of documents to and from your adviser
  • Allows you to add and control your own self-managed assets.

See the complete picture

  • Dashboard provides a clear and concise financial summary.
  • Tools to filter and analyse your investment.
  • Secure document area to store your legal documents such us Wills, Power of Attorney, Title Deeds etc