Wealth Hub

As a client of Johnston Carmichael Wealth you will have access to our client online platform, TheWealthHub.

TheWealthHub is a single secure location where you can view all of your financial information, store important documents, and communicate with your financial planner.

As our digital client portal, it does much more than simply allow your financial planner to send messages and share documents with you. Your WealthHub ‘dashboard’ shows you a summary of every aspect of your finances - investments, savings, pensions, insurances, bank accounts, credit cards, store cards, mortgages, loans and property – all in one place, in a clear, easy-to-understand view.

From your dashboard, you can navigate to any of these areas to access the information you need. With TheWealthHub you can:

View your investment portfolio

Keeping track of your investment performance couldn’t be easier with TheWealthHub. All investment and pension plans that our financial planners look after for you will be automatically added to TheWealthHub, and if you have any additional plans, you can add these in too to ensure that you have a full picture of your portfolio.

Manage your income

Through TheWealthHub you can view and access  your bank accounts, credit cards and store cards in one place, and monitor your income and expenditure across each - gone are the days of looking at your balance and wondering what’s happened to all your cash!

Quickly access your insurance details

Should an emergency ever arise, the last thing you want to be doing is frantically trying to remember where your policy paperwork is. By storing documents like your home and car insurance on TheWealthHub alongside your property deeds and vehicle payment statements, you can rest assured that the information is easily found and immediately accessible when you need it.

Share and store important documents

Insurance policies aren’t the only paperwork you can store on TheWealthHub – it can also be a central location to keep valuable documents such as your will, statements, and valuations. Your financial planner will also use TheWealthHub to send you messages, reports and documents, so you have the flexibility to read these from any device at any time.

Track your property value

Simply entering your postcode and house number into TheWealthHub allows you to see your property details and its value according to Land Registry data, so you can see if and how this changes over time.  

Set reminders for key dates

Between policy renewals, payments due and investment maturities, there can be a lot of dates to keep track of on top of life’s everyday commitments. TheWealthHub can act as your personal financial assistant, allowing you to set reminders for renewals, payments due, and even events such as MOTs.

As well as keeping everything you need in one place, by storing all of your most important information under one safe and secure log-in there’s no need to remember multiple usernames and passwords, and you reduce the risk of your details being compromised by online fraudsters.

For more information on how TheWealthHub works, watch the video below or read our brochure and FAQs.