Everyone

AFH Wealth Management

Jelly Bean

Financial advice & wealth management made easy

WealthHUB is our brand new client portal, exclusive for AFH Wealth Management and AFH Private Wealth clients. It provides comprehensive access to information about your transactions and portfolio and is built on the latest technology, ensuring that your information remains both secure and easily accessible.

What is more, as well as letting you view policy details and valuations, it adds the following features:

• View your transactions 24/7 
• Receive documents directly in the portal, such as reports and statements
• Portfolio performance graphs
• Financial adviser details and messaging 
• Manage your personal details and preferences


AFH WealthHUB | Independent Financial Advice

Cea mai recentă versiune a AFH WealthHUB | Independent Financial Advice