Strata Financial

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“My Portfolio” is a selection of Wrap platform services. Wrap platforms are available exclusively to Financial Advisers. Commonly referred to as a "Wrap", often using the most modern and cost-effective Wealth Management systems to offers fully integrated online viewing and dealing facilities.

Wraps allow clients to aggregate their investments in one central location to hold, manage and view their entire portfolio quickly and efficiently.


Personal Finance Portal

Manage your investments on the Personal Finance Portal Wealth Platform.

Old Mutual

Manage your investments on the Old Mutual Wealth Platform.

Transact

Manage your investments on the Transact Wealth Platform.

Give us a call if you need any help with this section, so we can talk you through the process of using a wrap platform.