Informative technology

We have made a significant investment in technology to provide you with all the information you need in a totally secure environment. We can tell you where your money is and how well your investments are performing at the touch of a button, or via a single telephone call to our office.

This includes providing access to your financial portfolio and records from your computer or smart phone 24 hours a day, 7 days a week *

These systems enable us to manage your financial transactions in the most timely and efficient manner, which saves you time so that you can get on with your life.

Whether you embrace the latest technology or prefer more traditional methods you will you will receive a level of service that is second to none.

* Not all insurers and investment companies offer daily online valuation updates.

What is wrap?

A "Wrap” platform is our internet based investment account and financial services product which provides you with an unprecedented overview and control of your investments, savings and pensions, and allows you to view all your financial assets in one place. 

Consolidate all your investments

A wrap account brings together all your investments - including shares, bonds, cash, investment trusts, unit trusts and pensions - under one roof. One of the main advantages is that whole families can organise their affairs together. So, while you maintain your individual aims and objectives, the arrangements can take full account of other family members' situations.

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Apex CB Financial Planning’s wrap system has been awarded 5 stars in the Finance & Technology Research Centre review of Adviser Software Systems 2011. With a click of your mouse, you are able to deal online, consolidate all your investments and check your portfolio 24 hours a day from one central source. You can access your personal client portfolio website using your PC, Mac, iPad or Smartphone anytime.

Cost-effective

Wrap accounts are an uncomplicated and simple service. Having the backing of large financial groups means that investments are heavily discounted for clients. Wrap accounts have a simple and transparent charging structure - with no set-up or exit charge - and clearly specified management and advice fees so you will know exactly who is being paid and how much.

Flexible

The popularity of wrap accounts outside the UK is widely attributed to their flexibility. Wrap accounts allow you to adjust your investment goals as your income and lifestyle changes without high cost.

They provide you with a route to the sort of quality financial advice normally available only to the very rich.

Access your account here or contact us to find out more about how we can revolutionise the way you manage your money.