: review

Make your financial future more accessible by registering with
: review and keeping all your investments close at hand.

All in one

All in one

View all your investments in one easy to use online account, so you can put more effort into achieving your goals. With just one login you can access all your Funds, Shares, Investment Trusts and ETFs from multiple Fund Managers.

Investing can be time-consuming, but at Willis Owen we help you fit it around your routine, so you can enjoy the life you’re investing in.

Everyday investing

  • Get daily updates on the value of your Funds
  • View our latest investment research, valuations and performance charts
  • Access details of your investments, securely and easily, 24 hours a day
  • See how your investments are performing with our ‘Portfolio xray’ tool
  • Register for free in under ten minutes
  • Manage the details of your portfolio online.
Review Portfolio Scan

Space to grow

Space to grow

Keep on top of your finances with regular, up-to-date information. Every month we’ll receive updates about your Funds from over 20 major investment groups. We then combine this with daily pricing information from Financial Express to give you the current value of all your holdings.

If we already act as your investments agent, we'll be able to provide automatic valuations on most, if not all of your Funds.

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