Your Secure Online Portal

Our Secure Portal is an online location designed to help you and your financial adviser securely communicate and share information with each other.

Your WRAP Platform

A WRAP platform is a web-based system that allows us, as your advisers, to manage a range of your assets which are ‘wrapped’ into one central place.

The platform is essentially like a computerised filing system that allows us to bring together a wide range of investments, analysing a portfolio’s performance and calculating valuations. We are able to do this much more efficiently than if the information were kept in several different files.

The majority of our clients are advised to use platforms. The main platforms that we use at Matthew Douglas can be found below – including links for you to access your investments. This can be done as regularly as on a daily basis, if you wish.

Abrdn Logo

Abrdn

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Walthtime Logo

Wealthtime

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Fidelity Internation Graphic

Fidelity International

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AJ Bell Logo

AJ Bell

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