Wealth Portal vs Wealth Platform

Wealth Portal gives you a complete picture of all your family’s aggregated wealth in real time, 24/7. Not only can you do all the usual things like access your portfolio, holdings, and fact sheets but you can also track your property valuations, connect your bank accounts though open banking, and maintain a register of your chattels and assets from all over the world. Our communications suite means you can share files with your wealth manager and communicate in private at any time. Use the Wealth Portal App to: - View and manage your entire portfolio - View and manage your property and chattels - Link your savings and invest through open banking - Communicate in a secure environment - Manage your cashflow - Create a financial forecast for you and your family - Store and manage important documents - Open new accounts - Top-up existing accounts through open - Link your trust and corporate accounts - Link family members - Access your own Family Office - Monitor the environmental impact of investing

Whatever the time, wherever you are, Wealth Platform helps keep your finances on track. - Access to all your information instantly 24/7 - View a clear and concise financial summary - Securely message and share documents with your adviser - Analyse your investments - Top-up your Fusion Wealth ISAs and GIAs Wealth Platform is an extension of the relationship with your financial adviser. It gives you the power to master your money and maximise your financial future. To find out more about Wealth Platform, contact your financial adviser. Benchmark Capital Limited, Registered Office: Broadlands Business Campus, Langhurst Wood Road, Horsham, West Sussex, England, RH12 4QP. Registered in England and Wales No 09404621. When using the app, standard data charges may apply. Contact your network carrier for more information.