We will be transitioning to the new Adviser Office portal shortly, which will replace the existing version. During this transition you will still be able to access your financial information on the current portal, however this will no longer receive updates and maintenance.
The new portal will provide increased functionality aimed at improving ease of use for clients, as well as increased data protection. Additions include:
- The ability for secure and encrypted messages and documents to be sent
- Simplified message and document management for ease of use
- The capacity to securely display valuation reports for download
Current users will be provided with their details for the new portal shortly.
If you have any questions, please contact your Lucas Fettes financial planner.