Personal Client Sites

Our mission is to revolutionise the way wealth management is delivered in the UK and our personal client sites are a key part of what makes us unique.

We believe that two of the main problems people have with the way investment usually works are a lack of modern solutions and a lack of agility in financial services. 

Our client sites solve both of these issues. Your clients can organise and track their investments conveniently online, and get in touch with you in an instant. 

It’s all part of our vision to use technology to go ‘beyond wealth management’ and deliver a ‘client first’ experience.

Here's How Your Client Site Works

Each personal client site gives an unrivalled insight into personal finances, financial goals and investment performance Within the client site your clients can:

Manage Their Personal Details

View Portfolio Details

Organise and Track Finances

Top-up Investments With impulseSave®

Store and View Their Important Documents

Securely Contact Their Financial Adviser

Accessing the Client Site

We’ve made accessing the client site as simple and straightforward as possible. We believe in empowering your client to take control of their finances.
They can access their client site online at any time. Our responsive design means the site works on any size screen, from a home computer to a Smart TV.

Ready to take a look around?

Sign up for a live demonstration of our Wealth Platform. We’ll be in touch to show you around our platform and talk about how it can help grow your business. Financial advisers can request a live demonstration of our award-winning technology and unique proposition by filling the form below. See for yourself how the Ascot Wealth difference can help build your business.