Silverwood WM Client Portal

Silverwood WM Client App

A clear, uncomplicated view of your investment portfolio.

As an app on your tablet and smart phone, your investments are beautifully brought together under a single login, accessible to you at any time, wherever you are.

Everything summarised

Your App gives you a snapshot of your investment portfolio and an easy navigation point to everything you need. You can see an overview of the value of your portfolio over time as well as the breakdown of your portfolio and a list of recent documents we’ve sent to you.

Keep track of your investments

The App makes it easy to see how your investments are doing. Valuations are updated daily and build into a history across your entire portfolio.

Keep your important documents safe

Your portfolio performance reports, tax packs or other documents are delivered securely to you. The App keeps your important financial documents safe, secure and accessible.

Silverwood WM will share documents and reports with you and you’ll receive a notification telling you they are there waiting for you. Simply log in to Silverwood WM Secure Portal via the App and you can read them when it’s convenient.

Secure and timely communications

The Silverwood WM Client App ensures that your personal data is exchanged using only the most secure methods. Notifications alert you when important messages or documents are waiting to be read.

Putting you in control

Your personal digital filing cabinet with your investment portfolio organised and updated. It’s peace of mind in your pocket, knowing that your portfolio records are safe and accessible.

If you don't already have access to the Silverwood WM Client App please contact your IFA or Silverwood WM.