Our platform adviser extranet has been researched, designed and tested with advisers and paraplanners to ensure it is easy to use. It is based on a ‘client centric’ model, meaning that you can easily find your client’s record and service their account from one central page.
We have also made a range of improvements to our online Customer Centre that will make it easier for your clients to stay close to their investments. They will be able to access performance information, details of money paid in and out of their accounts, plus a transaction history. If your clients hold an ISA or Collective Investment Account they will be able to request one-off and regular withdrawals online, as well as topping up their accounts.