This software and support service achieved the highest score in our recent adviser software benchmarking study, and the highest number of five-star ratings when we measured the underlying elements of such systems.

Each individual client is given their own personal website. This is all taking the level of integration between adviser systems and the wrap platform way beyond anything else I have seen to date.

It shows what can really be achieved by making the platform and client system really work together.

This is exactly the sort of execution I have long believed is the best way forwards for advisers and the platform community.

Instinctively I believe it may have just set the new standard to aspire to.

All quotes from Ian McKenna
A Director at The Finance & Technology Research Centre
March 18th 2011 Financial Times / Money Marketing.

At Wilcocks & Associates we have the global reach, financial expertise and dedication to customer service to advise clients on how to protect, preserve and produce wealth. We can do this in multiple jurisdictions, with offices in some of the world’s leading financial centres. Wherever you are based, our process for advising and then managing our clients’ assets remains the same. We discuss your life and investment goals. We create an investment plan based around your unique goals. We manage your assets and using our expertise and experience, reacting quickly to changing circumstances and priorities.

  • Manage your investments on line with our Smartphone App
  • Benefit from Real Time Valuations on the move
  • Get Access to 4600 Investment funds and over 1000 ETF’s
  • Secure your Passport to Pre Designed Investment Strategies
  • Save upto £550 on every £10000 invested
  • Get upto 50% of annual fund charges rebated to your portfolio

Contact US today HERE

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