Wealth Access has been recognized as the winner of the Best Client Portal in the WealthManagement.com 2023 Industry Awards (the “Wealthies”).

Dave Magee, head of wealth at Just Wealth said: “Our new portal is designed to make it much easier for Just Mortgages’ brokers to not only refer clients requiring financial advice, but to ...

Just Wealth head of wealth Dave Magee said: “Our new portal is designed to make it much easier for Just Mortgages’ brokers to not only refer clients requiring financial advice, but to maintain ...

American Trust Wealth Launches New Mobile App, Client Portal Rollouts provide clients with unprecedented market intelligence, portfolio insight October 24, 2023 09:00 AM Eastern Daylight Time ...

Just Wealth, the financial services arm of national brokerage Just Mortgages, has launched a new referral portal to give mortgage advisers greater line of sight when introducing potential wealth ...

Fintech provider Focus Solutions has launched focus:wealth which offers a customisable client portal to better manage the customer journey. Focus Solutions says the features of the focus:wealth ...

Blankstone Sington, an investment Management,Stockbroking firm in Liverpool, have successfully launched Dion's Wealth Management Client Portal to end investors. We are excited to be able to offer ...

WiseAlpha, the first company to invent fractional bonds, has announced a new wealth management portal and white-label solution, making it easier than ever for wealth managers to give clients ...

Infront, a leading provider of wealth management solutions, is now offering a web-based solution for end customers of wealth managers in Germany and Switzerland.

Continuing to address the ever-evolving needs of its customers, National Bank of Oman (NBO) has launched its new wealth management portal, available through the bank’s mobile app.