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Evans Hart Client Area

Client Tools

“Client Tools” is a selection of Wrap platform services. Wrap platforms are available exclusively to Financial Advisers. Commonly referred to as a "Wrap", often using the most modern and cost-effective Wealth Management systems to offers fully integrated online viewing and dealing facilities.

Please click on the relevant link below to access your client area.


MyWealth

Manage your investments on the MyWealth Platform.

Transact

Manage your investments on the Transact Platform.

Quilter

Manage your investments on the Quilter Platform.

EH Factfind

Use our Client factfind.

Intelligent Office Personal Financial Portal

Manage your investments on your Personal Finance Portal.

Give us a call if you need any help with this section, so we can talk you through the process of using a wrap platform.

Contact us