CRAIGS CLIENT PORTAL & MOBILE APP
Monitor the performance of your investments on any device, anywhere, anytime.
CLIENT PORTAL & MOBILE APP HIGHLIGHTS
See your portfolio positions at a glance, then drill down into asset allocation. You can also view the value over time for selected portfolios.
Quick access to our private wealth research and global market data, linked straight from your personalised dashboard.
Choose your report delivery preferences, so you can access your reports and subscriptions via the portal, from any device.
LATEST CLIENT PORTAL UPDATES
We have made some exciting new additions to the client portal - making it even easier for you to see how your portfolios are performing.
1. Average cost and % return for each individual holding.
2. Portfolio Reviews can be uploaded by your adviser rather than emailed to you.
Find the answers in our FAQs page.