Saltus

‘Saltus’ is an industry leading app exclusively available to Saltus clients, providing a complete overview of your personal finances at your fingertips.

Our Clients deserve the very best service, which is why our technology has been built with our Clients` needs in mind.

Fast, easy-to-use and packed with features you’ve been asking for:

Family Overview See all your accounts in one place

Account breakdown A straightforward summary of all your plans

Holdings See how your money is invested

Performance Take a look at your portfolio growth

Transactions A snapshot of money in and out of your account

Documents All associated paperwork with your account

Biometric authentication Use Touch or Face ID to log in securely

An overview of your wealth that is mindful of family hierarchy across all accounts and investments.

A breakdown of your plans and any unused tax allowances to provide a clear picture of your wealth and highlight any opportunities available to you.

From a single investment to an extensive portfolio; The Saltus app makes it simple for you to see exactly how your money is invested, from asset class and region to individual holdings.

View how the value of your wealth changes over time and review the performance of individual plans. See all contributions and withdrawals with ease, including regular payments you have set up, trading activity and transfers.

Access to valuations and any related documentation, as well as a notification system that tells you when action is required.

A highly secure app with biometric protection and log in.

If you don’t already have access to your own Saltus account, please contact our Client Services team:

Email: clientservices@saltus.co.uk Phone: 01489 663700

Saltus Partners LLP is authorised and regulated by the Financial Conduct Authority © 2021 Saltus Partners LLP. Registered office: Solent Business Park, 3700 Parkway, Whiteley, Fareham PO15 7AW. Registered number: OC308328