Viewpoint Portfolio

We work closely with firms to ensure advisers get the most out of the service to achieve excellent customer outcomes. The platform is highly automated providing real efficiency but we still have a human touch. We put the adviser and customer at the heart of the business and adviser firms can still pick up the phone to our support team. A comprehensive range of investments are available spanning funds, equities, ETFs, investment trusts and bonds. Investments can also be managed by a range of discretionary fund managers. The Viewpoint Portfolio platform has been developed with the client and adviser at the heart focusing on value, simplicity, automation and transparency. We work closely with advisory firms to ensure advisers can get the most out of the service achieving excellent customer outcomes. Get in touch today