Our Wealth Platform 2017-10-20T14:05:31+00:00

INDUSTRY LEADING TECHNOLOGY

Track your pensions and investments anywhere, anytime with our award-winning software.

OUR PLATFORM

Manage your entire financial life in one secure place with our client wealth platform – an innovative app and online tool available to all 2020 Financial clients. 

See all your assets and accounts in one place 24/7 from any device, helping you track progress towards your financial goals.

Link up your bank, savings, pensions and investment accounts to get a complete picture of your finances and say goodbye to reams of paperwork with online document management. The client portal is a complete financial management solution, helping you stay better informed, make great financial decisions and reach your goals faster.

wealth platform track your performance
  • Easily set financial goals and track your investment performance against them.

  • See the performance of all of your investments in one place.

  • Now it’s easier to see if you’re on track to meet your targets.

  • Easy to read graphs and charts.

wealth platform monitor your money
  • Link Bank Accounts and Credit Cards.

  • Analyse and track your income and expenditure.

  • Get up to date investment valuations.

  • See exactly where your money is and how well it is performing

wealth platform impulsesave
  • Top-up your existing ISAs, Pension and General Investment accounts at the touch of a button.

  • add as little as £1, or as much as needed to keep your investments in line with your goals.

  • Top up regularly to grow your money faster and reach your goals sooner.

  • You decide how much, when and where you want to save. It’s that easy.

Why not take a look at the platform for yourself? Alternatively, one of our advisers will be happy to give you a demonstration in your free introductory meeting, contact us for full details

GETTING SET UP

If you’d like to speak to one of our financial advisers about getting your pensions and investments set up on our wealth platform contact us for a free, no-obligation chat.