Technology

We believe that technology should assist, but not replace the personal communication process. Clients can access all of their financial products through our secure website and obtain instant valuations on their investment portfolio anywhere, anytime.

Valuations are segmented according to any tax efficient wrappers and other assets including property may be added to the portfolio. Single company stocks and shares can be traded directly and existing holdings re-registered to the Joslin Rhodes system allowing all assets to be viewed and managed in one place.

We use sophisticated financial modelling software to assist us in assessing each clients risk profile and selecting the correct mix of investments to suit their needs. Fund analysis is conducted with data from specialist research companies, which identify trends, risks and opportunities.

We constantly review and update our systems, taking advantage of new developments wherever we feel that they add value to our clients.