Looking to impress, retain and grow your clients? We get to know our IFAs and work with you collaboratively to help meet your clients’ objectives.
Capital adopts a partnership approach. After all, we like you are entrepreneurs too. This means working with you collaboratively to impress your clients and using honest feedback for continual improvement.
Our IFA accounts help you to streamline your administration. With access to our online reporting tool, clients can now either contact their advisor or log-in and serve themselves.
User friendly, visual client interface
Easy to use platform via a single log-on
See exactly what your client sees
For IFAs not wishing to select investments themselves, our highly qualified investment management team are well equipped to make decisions on your portfolios for you.
150 years’ collective experience within the team
Access to our platform
A range of risk-rated products to choose from
Enhance and simplify your remuneration from our services as well as from other providers. Our Bank offers a range of services to IFAs, including:
Digital onboarding and management of account mandates and authorities
Live foreign exchange online
Easy digital reporting and monitoring
Access an almost unlimited number of investment options with our open architecture investment platform.
Work with our investment team to select from a range of risk-rated products and build a strategy tailored to your unique goals.
With fast onboarding and pragmatic decision making, make use of our brand new digital bank.
