Client portal

New client and adviser portal

In early September, we launched our new client and adviser reporting portal including improved functionality with access to portfolio performance and dynamic reporting.

Log in to the new client portal

In addition to the new functionality and reporting, historical client reports such as tax statements, annual investor statements and quarterly statements will continue to be accessible via the new client portal.

Client portal for portfolios closed prior to 1 July 2018

For portfolios closed prior to 1st July 2018, the former client portal will remain available until 1 July 2020 using the link below.

Log in to the client portal for portfolios closed prior to 1 July 2018

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