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Leading technology and reporting

Good technology empowers you with knowledge.We have adopted some of the leading technologies available – to put you in control of your finances.

The Voyant Software of our Lifetime Wealth Model is award-winning and allows you unparalleled insight into your lifetime cashflow, accumulation of assets and how choices you make will impact them.

Our Client Portal shows you day-by-day the totality of your invested assets. Our Fusion platform clients can show performance daily, monthly, quarterly and annually, as well as an instant insight into their asset allocation and geographical spread. Understanding of the risk of your portfolio, updates on legislation and threats, tax tables, full six month line by line summaries are all available at the click of a button.

Most importantly, this information can be provided for you even though we may construct portfolios with different managers or you may hold products with many different groups.

Our vision for future technology

We are actively working to provide clients with access to open banking that will mean they will soon be able to see a complete view of their investible wealth, bank balances and mortgages. This will mean that our clients will be amongst the first in the UK to see the totality of their assets in one comprehensive view available on one truly secure site.

Knowledge empowers good financial control and our mission is to ensure we place it at your fingertips.

For further information on how we can help you build and protect your wealth, please contact us.

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