IFA Chartwell launches online service

clock

CHARTWELL, the IFA, has launched a new online service providing clients with fund information, investment tools and portfolio summaries.

The investorcentre will also pay users cashback in the form of half of any renewal commission received by Chartwell on their fund investments. The cashback service has been operated by Chartwell for several years and it claims 12,000 clients have benefited to the tune of £5m over the past five years. The service carries no additional charges aside from the other half of the remaining trail commission received on investors’ fund holdings. Facilities on the site, found at www.theinvestorcentre.com, include up to date fund factsheets, comparative performance data, consolidated portfolio val...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

From chaos to calm: How AI saved my Christmas sanity

From chaos to calm: How AI saved my Christmas sanity

'My brain thinks in spreadsheets, not sparkles'

Jane Hepburne Scott
clock 15 December 2025 • 5 min read
Dynamic Planner CEO on AI's role in 'trusted advice'

Dynamic Planner CEO on AI's role in 'trusted advice'

‘The challenge is that delivering advice is hard’

Isabel Baxter
clock 09 December 2025 • 6 min read
FCA reveals first group of financial firms to take part in AI testing

FCA reveals first group of financial firms to take part in AI testing

To deploy ‘safe and responsible’ AI

Cristian Angeloni
clock 03 December 2025 • 1 min read