What is the Interactive Wealth Centre?
Each GWA client receives access to their own Interactive Wealth Centre.
It’s designed to give you an informative, visual overview of your financial progress and act as a bank-level secure way to exchange information with your adviser.
This replaces the need for unsecured emails and ensures you always have an up to date view of your financial future, with access to numerous adaptive tools.
Net Worth
A secure, live overview of your total financial position. This tool brings your assets and liabilities into one place, ensuring we are always making decisions based on the most accurate and current information. This ins't a static PDF, it adapts as you do.
Features
Access countless interactive features, including cashflow modelling, annuity calculators, retirement calculators, Monte Carlo drawdown simulators, Stamp Duty calculation tools, State Pension guidance and numerous others.
Security
The AES-256 encrypted portal ensures your data is protected by industry-standard security.
In addition, the portal uses secure multi-factor authentication, providing the same level of protection as your online banking, to ensure that everything is securely stored in one convenient location.