Gain access to your information 24/7, no matter where you are in the world.
Once you register with us we'll give you access to your information through secure portals from hosted data sites using unique user names and passwords - all controlled by you.
Your Financial Hub
Through your financial hub you can view a 'Dashboard' summarising your financial position, drill down into the detail of your individual investments and view most of your financial details.
On the top right hand side you will see a Reports icon, which will allow to access the following reports at call:
- Portfolio Summary Report
- Portfolio Performance Report (IRR for period - cash basis))
- Asset Allocation
- Actual Asset Allocation v Target Asset Allocation
- Transactions - current financial year
- Transaction - last financial year
Information from these reports can be viewed online or produced as a PDF, HTML or CSV report.
Document Management System
Through your document management system you can store and access your records at any time, be they tax returns, financial plans, legal documents or general correspondence. It provides you with a single online storage point for all your important documents and allows you to share the information with your advisers without the need to send emails or physical files. Simple and secure.
It’s important to think about risk. If you’re working through portfolio construction or specific investments - it’s essential. As part of the discovery process around risk we use the third party risk profiling service operated by FinaMetrica. It’s a FREE service for WLM clients.
We'll be adding more functionality and access to the information portals you can use, so stay tuned for development.
If you have a request for us to share any particular information, let us know and we'll see what is possible.