Get the complete picture with real-time access and insights
Sayers offers a personalised whole-of-wealth view that delivers a unique combination of real-time access and insights to allow you to stay connected to your wealth in the way you want.
Taking A Broader Perspective
A Whole Wealth View
A Whole Wealth View
Leveraging technology, we deliver a personalised service which includes a holistic balance sheet and offers the convenience of communicating with your adviser via the app. You can also:
- Interact and collaborate seamlessly with trusted advisers
- Keep documents secure in a document vault
- Review and accept recommendations with the click of a button
Adding Investment Value
Investment Portfolio View
Investment Portfolio View
Our dedicated investment portal allows you to engage with your portfolio in real-time. You can use this portal to:
- Continuously track your progress towards your goals
- Manage and report on your bespoke portfolio
- Ensure your investment preferences are preserved
