Welcome to Your Pathway to 24/7 Access to your Adviser and Your Assets !
Our client platform combines top of the range technology and a desire by Ascot Wealth Management to have clients engaged and involved in the on-going advice process.You can track your assets or easily communicate with your adviser at home, at the office or on the go with the smartphone / iPad technology we bring to you.
The Platforms Strengths
- Assets across multiple providers updated in real time on login
- Secure document storage for both you and your adviser
- Open Fact Find to inform us of changes in your circumstances.
- Asset Allocation tool on product and estate level.
- Messaging system direct to your adviser.
- Performance Reports in your documents area.
AWM Specialist Partners
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