Client Login
Gain access to selective 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 usernames and passwords - all controlled by you.
Investment Reports
- Portfolio Summary Report
- Portfolio Performance Report (from inception)
- Portfolio Performance Report (selected period)
- CGT Sales Report
- Transactions Summary Report (excluding working cash accounts)
- Asset Allocation + Graph Report ( Existing asssets only)
- Insurance Summary Report
Information from these reports can be viewed onlined or printed / saved / emailed as a PDF.
Risk Profiling
Click here to login
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.
More
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.
