Client Portal - A safe place for your important documents.
Evolution Financial Planning uses a market leading client management software dedicated to efficient wealth management. Adviserlogic offers a user - friendly client portal that allows you to access your balance sheet, investment reports, insurance details as well as an online repository for all of your important documents such as:
Wills, powers of attorney and guardianship documents.
Trust deeds and Company constitutions.
Letter of wishes.
Tax and Investment reports.
All of these documents can be uploaded by yourself or made available to Evolution Financial Planning and we can ensure that they are uploaded, copied and secured. You will also be able to advise of any changes in your personal details such as address or contact details.
Think of this as our gateway for organisation and communication.
To access your secure repository, please email us here and we will open your client portal. You will nominate your email address and we will provide you with a password for you to use. You can then click the button below and you will then have full access to your financial lives.
As always, if you have any questions, please don’t hesitate to call us to discuss.