Hawksmoor Client Portal

A clear, uncomplicated view of your investment portfolio.

As an app on your tablet and smartphone, the Hawksmoor Client Portal is accessible to you at any time, wherever you are.

Everything summarised:

The Hawksmoor Client Portal gives you a snapshot of your investment portfolio. You can see an overview of the value of your portfolio over time as well as the breakdown of your portfolio and a list of recent documents we’ve sent to you.

Keep track of your investments

The Hawksmoor Client Portal makes it easy to see how your investments are doing. Valuations are updated daily and build into a historical record across your portfolio.

Keep your important documents safe

Your portfolio performance reports, tax packs and other documents are delivered securely to you. The Hawksmoor Client Portal keeps these important financial documents safe, secure and accessible.

The Hawksmoor Client Portal will share documents and reports with you and you’ll receive a notification telling you they are there waiting for you. Simply log in to the Hawksmoor Client Portal and you can read them when it’s convenient.

Secure communications

The Hawksmoor Client Portal ensures that your personal data is exchanged using only the most secure methods. Contact the team at info@hawksmoorim.co.uk.