We appreciate many clients want to view their financial affairs online, and this can help optimise the time they spend with their financial adviser. As a client, you could have access to your financial information online, 24/7.
Our Wealth Platform Client Portal allows you to:
- View a summary of your wealth and other financial products
- Analyse individual assets and their performance over time
- Review and update your attitude to risk and loss
- See all your protection cover in one place
- Review key documents your adviser has shared with you
- Upload documents you wish to keep safe
- Update personal information
- Prepare for important review meetings with your Adviser
- Use our secure messaging service
Here’s a short introduction to the Sandringham Wealth Platform Client Portal app.