Designed to allow advisers to deliver benefits to customers. With years of experience in financial advice the team behind Viewpoint Portfolio understand what advisers need from an investment platform. An integrated solution making the process of providing financial advice and ongoing management easier. Viewpoint Portfolio offers a high level of automated functionality ensuring processes can be completed efficiently Manual processing and paperwork is reduced allowing you to focus on what's important – advising your clients on meeting their investment objectives. The platform offers excellent value for money, especially for larger portfolios which benefit from our charge cap. Choosing the right platform for your clients is not all about price but it's important to have the right balance between cost and functionality.