Wealth Platform 4+

Schroders plc

Designed for iPhone

    • 4.3 • 12 Ratings
    • Free

iPhone Screenshots

Description

Whatever the time, wherever you are, Wealth Platform helps keep your finances on track.



- Access to all your information instantly 24/7

- View a clear and concise financial summary

- Receive documents from your adviser

- Analyse your investments

- Assets grouped in easy to understand categories


Wealth Platform is an extension of the relationship with your financial adviser. It gives you the power to master your money and maximise your financial future.


To find out more about Wealth Platform, contact your financial adviser.



Benchmark Capital Limited, Registered Office: Broadlands Business Campus, Langhurst Wood Road, Horsham, West Sussex, England, RH12 4QP. Registered in England and Wales No 09404621.


When using the app, standard data charges may apply. Contact your network carrier for more information.

What’s New

Version 1.0.1

We’ve added new features in this version:
- Ability to view unmanaged asset details
- Ability to view liability details

We’ve also made improvements to existing areas:
- Introduced colour coding of assets to help you differentiate between asset categories
- Extended the Profile screen to include personal information and the ability to reset your password

Ratings and Reviews

4.3 out of 5
12 Ratings

12 Ratings

William_E ,

Does 90% of website functions

Generally fine but a few bits missing. Downloading a large document doesn’t give full preview as some pages are blank. If saved to a location then the whole file is there. Can’t get a breakdown of investment funds allocations.

Developer Response ,

Hi William, thanks for your feedback. Looks like you need help in viewing your documents and we'd love to support you with that, please get in touch with your financial adviser. I'm also pleased to share that we've a packed roadmap, with more planned functionality and features coming, including the ability to see a breakdown of your investment fund allocations.

App Privacy

The developer, Schroders plc, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Not Linked to You

The following data may be collected but it is not linked to your identity:

  • Location
  • Identifiers
  • Usage Data
  • Diagnostics

Privacy practices may vary based on, for example, the features you use or your age. Learn More

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