Investor portal
Client Portals offer a range of benefits that not only enhance the way we work together but also prioritise the security and confidentiality of our shared information. Allowing you access to view and review your ongoing investments in a secure environment.
Online valuations
Investor portal gives you access to view all your finances in one place 24/7 on any mobile or web device. Investor portal enables you to view your fund information and financial portfolio at the click of a button. So whether you’re looking for an up-to-date valuation of your portfolio, want to assess how you’re progressing against your goals or simply wish to get in touch we have it covered.
Secure Messaging
Investor portal gives you access to view all your finances in one place 24/7 on any mobile or web device. Investor portal enables you to view your fund information and financial portfolio at the click of a button. So whether you’re looking for an up-to-date valuation of your portfolio, want to assess how you’re progressing against your goals or simply wish to get in touch we have it covered.
Secure Vault
Gateway provides you with a secure Document Vault, so you can store all your financial documents online where they are secure and fully backed up – much safer and more convenient than the bottom of the filing cabinet.