The Interactive Wealth Centre
Each Glover Wealth Advisory client receives access to their own Interactive Wealth Centre. It’s designed to give you a clear, visual overview of your financial progress and 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.
All of your tailored financial reports, projections, calculations, pension statements, policy documents and general conditions can all be stored in one convenient, secure location, allowing you to have access to them whenever and wherever you are in the world.
Consolidated 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.
Useful Features
Access Cashflow modelling, early retirement calculation tools, pension drawdown calculators, Monte Carlo simulators, Stamp Duty calculators, State Pension assessments and many more via the online portal.
Security
The Interactive Wealth Centre uses AES-256 encryption to ensure that your data is protected by industry-standard security.
It also uses secure multi-factor authentication, providing the same level of protection as your online banking.
All communications and data are protected by this advanced encryption, ensuring your information remains confidential and secure, in one convenient location, allowing for hassle-free document uploading and downloading, giving you peace of mind.