Driving Wealth
Engagement

Wealth Central Dashboard changes the advice experience,
making it easier, more intuitive and efficient

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The more you know about your clients, the more you can do for them

Our interactive Wealth Central solutions offer your clients an engaging platform on which to build a personal financial profile – and provide you with data-rich insights to improve your service to them.

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Wealth Central Approach

Our financial expertise and technical know-how
are what set Wealth Central apart.

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Choose the right solution for you:

We offer scalable versions of Wealth Central,
depending on your needs, all based on our
powerful, financial scenario modelling engine:

Wealth Central Personal
features include:

  • Personalised wealth report
  • Mobile interactive dashboard
  • Real time banking feeds
  • Goal tracker
View all features

Wealth Central Advisor
features include:

  • X Plan integration
  • Fact find module
  • Communications suite
  • Acquisition and onboarding studio
View all features

Wealth Central Corporate
features include:

  • Consultative engagement
  • Bespoke design and branding
  • Full or partial systems integration
  • Proof of concept programmes
View all features

Wealth Central
Bespoke Approach:

We can also work with you to create and deliver bespoke solutions to meet your exact requirements. Once delivered, our team will be on hand to ensure it is always working to its full potential and exceeding your expectations.

Find out more

Wealth Central Personal
features include:

  • Personalised wealth report
  • Mobile interactive dashboard
  • Real time banking feeds
  • Goal tracker
View all features

Wealth Central Advisor
features include:

  • X Plan integration
  • Fact find module
  • Communications suite
  • Acquisition and onboarding studio
View all features

Wealth Central Corporate
features include:

  • Consultative engagement
  • Bespoke design and branding
  • Full or partial systems integration
  • Proof of concept programmes
View all features

Wealth Central
Bespoke Approach:

We can also work with you to create and deliver bespoke solutions to meet your exact requirements. Once delivered, our team will be on hand to ensure it is always working to its full potential and exceeding your expectations.

Find out more