“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.
Manage your investments on the Trustnet Platform.
Manage your investments on the Morning Star Platform.