Coming soon! Allow your clients to track their wholistic portfolio inclusive of cash, debt, property, on and off platform assets and track progress against their lifestyle goals. Say goodbye to meaningless benchmarks forever.

Benefits at a glance

  • A client portal with a difference - displays client’s total financial position and how they are tracking towards their goals.
  • Links up to projections from modelling tool (Archer) so clients can see any gaps to reaching their goals.
  • Live valuations for on and off platform including debts, cash accounts and direct property.

Hear from our clients

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