Professional Advisers
Client Online Valuations
Our online valuations service gives you and your client access to a range of useful portfolio information:
Real-time valuations*
Giving you and your client instant access to valuations or a full breakdown – at your discretion.
User-controlled access levels
For larger firms, a range of access levels is available.
Transaction history
With three months’ transaction history stored on the system, you can easily illustrate activity over a period time.
Consolidated or individual views like a wrap platform
With our online valuations, you can easily choose between views illustrating your clients’ individual investments or a consolidated view across all of their investments.
Secure data
Your clients’ details are safe with us and are delivered by a secure website.
Dedicated support
A team of dedicated staff is on hand to answer any technical queries. Monday-Friday, 9am-5pm.
*Data as at previous day’s close
Understanding your financial requirements & aspirations is essential to the way we work.
For more information on how we can help you develop an investment portfolio that meets your requirements, please call 020 7399 0000 or email jane.a.seymour@rathbones.com
Contact Us
Cambridge:
North Wing, City House
126-130 Hills Road
Cambridge
CB2 1RE
Tel: 01223 229 229
Jersey:
15 Esplanade
St Helier
Jersey
JE1 2RB
Channel Islands
Tel: 0153 474 0500
Liverpool:
Port of Liverpool Building
Pier Head
Liverpool
L3 1NW
Tel: 0151 236 6666
Winchester:
Fiennes House
32 Southgate Street
Winchester
SO23 9EH
Tel: 01962 857 000
Private Clients:
London (head office):
1 Curzon Street
London W1J 5FB
Tel: 0207 399 0000
Charities:
London (head office):
1 Curzon Street
London W1J 5FB
Tel: 0207 399 0000
Pensions and Advisory services :
London (head office):
1 Curzon Street
London W1J 5FB
Tel: 0207 399 0000
