All of your clients and their finances
in one place

Viewpoint is an Investment Platform offering General Investment Account (GIA), ISA, SIPP and Offshore Bond Investment Accounts

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Adviser-Focused

Designed to allow advisers to deliver benefits to customers

With years of experience in financial advice the team behind Viewpoint Portfolio understand what advisers need from an investment platform. An integrated solution making the process of providing financial advice and ongoing management easier.

Automated and Efficient

Viewpoint Portfolio offers a high level of automated functionality ensuring processes can be completed efficiently

Manual processing and paperwork is reduced allowing you to focus on what's important – advising your clients on meeting their investment objectives.

Value

Automated functionality means cost savings can be passed onto customers

The platform offers excellent value for money, especially for larger portfolios which benefit from our charge cap. Choosing the right platform for your clients is not all about price but it's important to have the right balance between cost and functionality.

Finally… A Platform that Delivers

Simplicity

Easy access to a wide choice of investments

Automation

Intuitive online procedures delivering time savings to advisers

Transparency

Clear and simple client documentation coupled with a simple charging structure

The Viewpoint Portfolio platform has been developed with the client and advisers at its 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 to achieve excellent customer outcomes.

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Choice

We offer access to a wide choice of product wrappers and investment options including funds, ETF and investment trusts.

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Support

A dedicated support team will be on hand to deal with adviser questions and provide training on how to use the platform.

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Technology

The platform technology offers a high level of automation, functionality and tools.

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Vision

We believe in providing an excellent service to ensure advisers meet the needs of their customers.

Get in touch today

0808 169 6789

clientservices@viewpoint-portfolio.co.uk