Wealth Services

Overview

Newscape Wealth Services is the engine that powers your wealth business.

To be successful, it is essential you have the right blend of people, transparent investment solutions that deliver excellent customer outcomes and integrated technology. One of these can not make a business successful but a complete failure in any area can destroy a business.

At Newscape we value long term relationships where all parties can bring their expertise and create a value solution that clients love and advisers both believe in and benefit from.

Wealth Services
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Centralised Investment Proposition

  • Active, Passive & ‘Blended’ On-Platform Managed Portfolio Solutions
  • 5 Growth Models & Income Options
  • Available through a range of tax wrappers (ISAs, SIPPs, Offshore Bonds)

Adviser Relationship Tools

  • Client Relationship Management (CRM) system providing a single point of reference and a ‘golden source’ of data, integrated platform data and consolidated reporting
  • Client risk profiling
  • Retirement, investment and protection planning tools

Business Services

  • Platform and provider management
  • MI & Finance Reporting / integration
  • Document management

“Providing the tools, expertise and support to build sustainable Wealth Management businesses.”

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