Introducing Wealth Platform Version 2.0

We are delighted to inform you that a new and improved version of our client portal, Wealth Platform, has now been released.

If you are already an active user of Wealth Platform…

You’ll find the latest version has been redesigned and optimised for mobile and tablet, the sign-in process has been simplified, the dashboard has been refreshed, and a new ‘assets overview’ feature has been added.

For those of you who have not yet tried Wealth Platform…

This is a secure client portal connected to our back office system, RBEnable, which provides you with the option to view your updated asset valuations independently at any time. We can also use the system to electronically share and store your documents (e.g. Financial Planning Reports) in a secure environment.

To learn more about what’s new, click here for a downloadable PDF.

Answers to some immediate questions you may have are as follows:

Why is there a completely new version of Wealth Platform?

Wealth Platform Version 1 has been live for 5 years and is now quite dated. Version 2 has been completely redesigned from scratch, which makes it much more suitable for use on many different devices. It works as well on mobiles and tablets as it does on a desktop.

Do I need to change how I log on to Version 2?

You will now access it via a different link, i.e. https://www.wealthplatform.com. However, the previous link will redirect you to the new version. Your username and password will remain the same.

Is Version 1 still live?

No – from the 30th November you will be automatically redirected to the new version.

If you haven’t signed up yet and are interested in registering, please contact Audrey or Helen or send an email to clientservices@robertsonbaxter.com, and we will take you through the process.

Please feel free to contact us should you have any questions or feedback.

Kind Regards,

The RB Team

November 27, 2020 by Robertson Baxter

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Awards we’ve received along the way

2024 – Professional Adviser Women in Finance Awards

Finalist in 2 categories - Adviser of the Year (North East) - Gillian Shirt and Team Leader of the Year (Small Firms) - Helen Morgan and Joanne Vaughan

2024 – Yorkshire Financial Awards

Winner - Financial Adviser Team of the Year

2024 – Yorkshire Financial Awards

Winner - Director of the Year

Joanne Vaughan

2024 – Yorkshire Financial Awards

Finalist - Director of the Year

Antony Barton

2024 – Yorkshire Financial Awards

Finalist - Independent Financial Adviser of the Year

Antony Barton & Gillian Shirt

2024 – Yorkshire Financial Awards

Finalist - Trainee of the Year

Luci Tinsley

2023 – Professional Adviser Women in Finance Awards

Finalist - Team Leader of the Year (small/medium firms)

2023 – Yorkshire Financial Awards

Finalists - Financial Adviser Team of the Year, Financial Adviser of the Year and Director of the Year

2022 – Professional Adviser Women in Finance Awards

Finalists - Role Model of the Year (small/medium firms) and Team Leader of the Year

2022 – Professional Adviser Awards

Finalist - Best Adviser Website

2022 – Yorkshire Financial Awards

Finalist - Independent Financial Adviser of the Year

2021 – Professional Adviser Women in Finance Awards

Finalist in 3 categories - Team Leader of the Year, Role Model of the Year (small / medium firms), Woman of the Year - In-house Adviser Support

2021 – Yorkshire Financial Awards

Winner - Rising Star of the Year

2021 – Yorkshire Financial Awards

Finalist - Financial Adviser Team of the Year

2020 – Professional Adviser Women in Finance Awards

Finalist - Financial Adviser of the Year - North

2020 – Professional Adviser Women in Finance Awards

Finalist - Woman of the Year - In-House Adviser Support

2020 – Professional Paraplanner Awards

Finalist - Paraplanner of the Year (In-house)

2020 – Yorkshire Financial Awards

Finalist - Customer Service Award

2020 – Yorkshire Financial Awards

Finalist - Financial Adviser Team of the Year

2020 – Yorkshire Financial Awards

Finalist - Rising Star Award

2019 – Yorkshire Financial Awards

Finalist - Financial Adviser Team of the Year

View all our awards

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Robertson Baxter Limited is directly authorised and regulated by the Financial Conduct Authority (FCA). FCA Registration Number: 462209

Guidance and advice is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK.

The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses are not able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.

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