My Portfolio
“My Portfolio” is a selection of Wrap platform services. Wrap platforms are available exclusively to Financial Advisers. Commonly referred to as a “Wrap”, often using the most modern and cost-effective Wealth Management systems to offer fully integrated online viewing and dealing facilities.
Wraps allow Financial Adviser clients to aggregate their investments in one central location to hold, manage and view their entire portfolio quickly and efficiently.
Give us a call if you need any help with this section, so we can talk you through the process of using wrap platforms.
Zurich
Manage your investments on the Zurich Platform.
Old Mutual Wealth
Manage your investments on the Old Mutual Wealth.
Aegon
Manage your investments on the Aegon Platform.