Client portal
We offer a personal, relationship-driven wealth management service that is designed to help today’s busy investors.
-An online portfolio valuation tool that meets the requirements of today’s investor.
An online portfolio valuation tool that meets the requirements of today’s investor.
Having been one of the pioneers in developing a proprietary online tool for our clients, we have continued to invest in and evolve the online services we offer our clients, with ease of use and security of data top of the agenda.
To register for our online portal follow this link. Once registered, access our online valuation tool today to benefit from the following features:
- Available on your desktop computer, laptop or download our app from Google Play or the App Store
- View the current value of your portfolio
- Email notifications when new documents are posted to your document library
- Secure log-in from your smart phone or tablet (if available) via biometric identity check
- Access the transaction history and cash statements
- Send and receive secure messages to your investment management team
iOS and Android app
View your portfolio and personal library on your mobile device via our free app.
An award-winning portal
Won Best Online Development at the Systems in the City Awards 2017.