In the past the performance of investments, such as ISAs or pensions, could be difficult to keep track of.
Today thankfully, it’s far easier to monitor your investments and play an active part in helping to maximise their returns. So, even after you’ve built your investment portfolio, you and your adviser can ensure it continues to perform in the way you’d hoped.
We provide the facilities to let you do just that. With our platform, you can monitor your investments online as often as you like and keep them on track for success by making whatever changes are needed, by rebalancing or switching your choice of funds.