Whether it is due to current uncertainties in the market or simply because you want more visibility and control, having access to your investments online can help make your financial decision-making easier and more efficient.
TPT Wealth’s new online Investor Portal ensures your investment status and history are readily accessible at any time. It only requires a one-time set-up as an online portal user, and the details of your investment are at your fingertips in real-time. “Daily balances as well as past and current statements are details that our customers appreciate having online access to”, says Adam Douglas, Business Development Manager at TPT Wealth.
This can make all the difference in managing your finances: whether it is preparing for tax time or deciding on changes in your investment strategy - the information is available when you would like to access it, without the need to make a phone call, write an email or dig through old paper statements.
Investors can also implement changes online including switching between the various funds without a fee.
“Our investors tell me that this is what they like best: making their own investment decisions and having accessibility via the online Investor Portal to initiate changes. Whether it is switching from a Growth Fund to an Income Fund or vice versa, the Investor Portal makes it easy to communicate their instructions with only a few clicks,” says Adam.
Some investors, however, prefer a long-term strategy over active regular involvement. With our Managed Investment Fund options, once initial decisions have been made, such as how you want to receive your monthly distribution, then everything gets actioned automatically. Instead of reconfirming the investment strategy every three, four, or six months at fixed dates, the strategy can be revisited and redemptions initiated in the online Investor Portal whenever required from the investor’s perspective.
Contact us to learn more about the managed investment options that we offer, or if you have any other questions.