Your finances.
Connected.

Wealth Platform gives you all the tools and insights you need to connect with your adviser and plan your financial future.

The power to master your money

Take control of your finances, get the best advice and make the right decisions.

See the complete picture

Your financial information analysed and gathered in one place give you clarity and insight.

Keep your finances on track

Keep an eye on your money and always know what comes next in your investment strategy.

Achieve your goals

Work smart with your adviser: get reminders for scheduled meetings and go armed with the right information.

Getting started with Wealth Platform

Speak to your adviser about Wealth Platform and how it can help you work together to plan your financial future.

iPhone showing the Wealth Platform App

Speak to your adviser about Wealth Platform and how it can help you work together to plan your financial future.