Personal Client Sites

Our mission is to revolutionise the way wealth management is delivered in the UK and our personal client sites are a key part of what makes us unique.

We believe that two of the main problems people have with the way investment usually works are a lack of modern solutions and a lack of agility in financial services. 

Our client sites solve both of these issues. Your clients can organise and track their investments conveniently online, and get in touch with you in an instant. 

It’s all part of our vision to use technology to go ‘beyond wealth management’ and deliver a ‘client first’ experience.

Here's How Your Client Site Works

Each personal client site gives an unrivalled insight into personal finances, financial goals and investment performance Within the client site your clients can:

Manage Their Personal Details

  • View all the personal details recorded for them
  • Edit and update their information as needed

View Portfolio Details

  • View the policies and plans we hold for them
  • Get a valuation of their portfolio
  • Analyse each plan for performance, asset allocation and attitude to risk

Organise and Track Finances

  • Track their investment's performance over time
  • Link their bank accounts and credit cards for a consolidated view of their finances in one convenient location
  • Analyse and track their spending habits across multiple accounts

Top-up Investments With impulseSave®

  • Add to existing ISAs, TPI Pension or General Investment Accounts
  • Top-up from £1 via online or via our iOS and Android apps
  • Use our ‘Max My ISA’ feature to invest your remaining ISA allowance with the touch of a button

Store and View Their Important Documents

  • Store documents in a protected and encrypted location
  • View policy documents online at any time
  • Securely share documents with their financial adviser

Securely Contact Their Financial Adviser

  • Get in touch with their financial adviser directly from their client site
  • Send and receive secure messages
  • Securely send important and sensitive documents directly to their financial adviser

Accessing the Client Site

We’ve made accessing the client site as simple and straightforward as possible. We believe in empowering your client to take control of their finances.
They can access their client site online at any time. Our responsive design means the site works on any size screen, from a home computer to a Smart TV.

Ready to take a look around?

Sign up for a live demonstration of our Wealth Platform. We’ll be in touch to show you around our platform and talk about how it can help grow your business. Financial advisers can request a live demonstration of our award-winning technology and unique proposition by filling the form below. See for yourself how the Ascot Wealth difference can help build your business.