WealthAims vs Wealth Platform

WealthAims is an exclusive Client Portal App designed for clients of a Wealth and Financial Advice Firm. This app's access is granted only after setup through your financial advice firm’s Client Portal website. With WealthAims, you can: Securely access important financial documents shared by your adviser. Stay connected with your financial adviser. This app is a dedicated tool to enhance your financial planning experience, keeping everything you need in one place. If you’re a client of a participating financial advice firm, ensure your login is set up through your adviser’s client portal before using the mobile app. Download WealthAims today and simplify your financial journey!

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.