
Wealth Central Personal
features include:
- Personalised wealth report
- Mobile interactive dashboard
- Real time banking feeds
- Goal tracker

Wealth Central Advisor
features include:
- X Plan integration
- Fact find module
- Communications suite
- Acquisition and onboarding studio

Wealth Central Corporate
features include:
- Consultative engagement
- Bespoke design and branding
- Full or partial systems integration
- Proof of concept programmes

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.
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