Client Portal
Everything you own, in one clear view.
Deposits, managed funds, corporate bonds and pre-IPO holdings sit side by side, with your statements, tax reports and a direct line to your adviser.
- StatementsQuarterly
- Tax reportsEnd of financial year
- Sign-inTwo-factor
- DevicesDesktop, tablet & phone
Portfolio Management
Simple to use. Serious underneath.
Transparency, real-time insight and strong security, built to help you grow and protect your wealth.
-
01
Real-time tracking
Follow your portfolio’s performance and stay informed as markets move.
-
02
A clear dashboard
A calm, uncluttered view that makes managing your investments easier.
-
03
Every holding together
Deposits, managed funds, corporate bonds and pre-IPO holdings in one secure place.
-
04
Set up around you
Views and reports tailored to your goals and the strategy you agreed with your adviser.
Monitoring
Always on, always clear.
Your portfolio is a click away, wherever you are, with reporting that explains rather than overwhelms.
-
Around the clock
Stay connected to your investments at any hour, from anywhere.
-
Full transparency
See every holding and transaction, with clear reporting behind each decision.
-
On any device
Manage your portfolio from desktop, tablet or phone, whichever suits your day.
-
Useful updates
Timely notifications and insight that help you and your adviser act with confidence.
Risk & Compliance
Checks built in, not bolted on.
Risk analysis tools help safeguard your capital, from stress testing to alerts that keep your portfolio aligned with your objectives.
Every transaction is checked against regulatory requirements before it is placed, so you can invest with confidence.
- Before orders
- Compliance checks run before any order is submitted.
- Proposed orders
- See proposed orders and allocations before they are placed.
- Quick fixes
- Adjust orders quickly to resolve any issue the checks find.