Our Client Wealth Platform is a window to your finances, providing you with a transparent and consolidated view of your wealth position at any given time.
With instant access to information about your investments and pensions, including providers and insurers, you are empowered to be involved with building and protecting your wealth.
KEY FEATURES
- Secure, instant access from anywhere in the world, on any device
- Consolidated view of your wealth
- Links to your providers for easy, organised management
- Mobile app available to download for ultimate control over your finances
Our Wealth Platform assists you to be financially successful and be in control of your financial future.
What is the Wealth Platform?
How can i register?
Download Wealth Platform app for ultimate control over your wealth and finances
Now available for our clients on both Apple and Android devices, so that you can access your finances wherever and whenever you are.
