Online Finances Viewer

See your assets and investments all in one place. As your financial planning adviser, we understand the importance of keeping track of your accounts. The online finances viewer is an portal which gives you up-to-the-second information about your financial assets and portfolio – no matter where you are

 
 

Monitor your performance

Our online viewer is simple to use and brings together all your finances and policies into one user-friendly dashboard. You can see how your investments are performing and what exposures you have.


Know your value

The overview page lets you view all of your assets, as well as liabilities, in your choice of currency, to give you a combined net asset value.


24/7 Visability

Hold important documents and see your investments at any time of the day at any part of the world.