Greater control. 24/7 access to their financial affairs
Sandringham’s state-of-the-art Wealth Platform client portal will give your clients access to important status and performance information on their investments, retirement plans, protection policies and other assets.
Our Wealth Platform Client Portal will allow your client to:
- View, review and amend from anywhere, online, 24/7
- Keep track of Investments, Total Assets and Liabilities, all in one place
- See available Assets and Total Net Worth – includes 3rd party platforms
- Review and update their attitude to risk profile
- Upload documents they wish to keep safe, and more.
Learn more about our client focused Wealth Platform Portal