Viewpoint Portfolio Developed by advisers for advisers

The team behind Viewpoint Portfolio has worked in financial services for many years and has first-hand knowledge of what advisers need from a platform in order to provide the best customer outcomes.

You're in safe hands

Viewpoint Portfolio is proud to be part of the Clifton Asset Management group of companies which has achieved the Gold standard for Investor in Customers. The ethos of achieving Total Customer Satisfaction extends throughout the company.

The platform has been built on the very latest technology from Hubwise Securities Ltd. Hubwise see things differently and can support Viewpoint is proving an innovative platform tailored to advisers needs.

Making it easy

We make the process of advisers managing customers' investments as easy as possible. 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

0808 169 6789