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.
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Easily set financial goals and track your investment performance against them.
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See the performance of all of your investments in one place.
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Now it’s easier to see if you’re on track to meet your targets.
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Easy to read graphs and charts.
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Link Bank Accounts and Credit Cards.
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Analyse and track your income and expenditure.
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Get up to date investment valuations.
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See exactly where your money is and how well it is performing
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Top-up your existing ISAs, Pension and General Investment accounts at the touch of a button.
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add as little as £1, or as much as needed to keep your investments in line with your goals.
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Top up regularly to grow your money faster and reach your goals sooner.
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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