Kellands Wealth Platform update
In our ongoing commitment to ensure we are offering our clients the most up to date technology possible we are delighted to announce some improvements to the Wealth Platform.
You don't need to do anything, everything will be updated automatically for you and your current log in details will remain the same. The only thing to note is that the domain name will change from wealthplatform.co.uk to wealthplatform.com.
Effective from today the following enhancements will be in place:
• Easier to read on your phone or tablet, the navigation bar is now larger and fully visible.
• Less white space so that you can see more on screen at any one time.
• Improvements to the risk profile area, including a dashboard alert if you have not yet taken a risk questionnaire.
• Added a 'document alert' on the dashboard, which displays how many unread documents are stored for you when you log in.
• Improved look-through functionality for managed funds.
Now more than ever it is important that you can access your finances virtually and at a time and place to suit you. At Kellands, clients have access to world class technology, which helps them to take control of their finances wherever and whenever they like. For more information you can click here or watch our video explaining how the Kellands Wealth Platform can help you.
As always if you need further assistance please contact your Adviser directly who will be happy to help.