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.
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
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