What's included?

Features & functionality

Our client dashboard allows your clients to manage their investments, open new products / tax wrappers, make payments and withdrawals. Additionally, they can manage their personal data, download important documents  and view their investment performance.

Performance reporting

View recent and historic investment performance.

Full management of payments & withdrawals

Add and withdraw money with ease.

Personal account & data management

Update personal information and GDPR preferences.

Security features

Keep accounts secure with two-factor verification.

Complete, filterable account and transaction history

See all account transactions including payments, withdrawals, and interest/dividends

Open new investments /products

Open a new products / tax wrappers with just a few clicks.

Downloadable documents

Access to all important documents relating to the investment/account.

Support system

A support portal where clients can contact support and see historic communication.