Your adviser can also carry out certain transactions on your behalf, with your permission.
Wealth Interactive provides seamless communication between you and your adviser. You both have a ‘dashboard’ from which you can view and control your investments. They are perfectly synchronised – information is pushed through from one to the other, so you are both instantly alerted to each other’s activities on your policy, helping you work in close partnership together.
Wealth Interactive gives your adviser easy access to all the data, tools and insight they need to manage your portfolio and help maximise your wealth. It also provides support and services to help them plan your portfolio of assets and keep it on course to achieve your long-term goals.
Your financial adviser can submit business, buy and sell orders online for your approval.