The Wellesley Client Portal is a centralised, digital dashboard, giving you real-time visibility and management control over your investments, pensions, and financial portfolios. The portal serves as a unified, paperless access point for all of your financial data.

Log in to view a high-level visual dashboard summarising your overall net worth and total asset allocation. Review detailed yield reports and historical performance tracking to monitor how your money is growing alongside market analyses, investment proposals, and a “traffic light” rating system to evaluate fund health.

My Wellesley is an ‘online filing cabinet’ where everything is kept securely in one place: every paper is in order, easily searchable, deadlock-secure and easily accessible. Protected by ultra-secure technology, all your documents are available to you, wherever you are – you can even upload personal documents on the move.

My Wellesley will also assist you with intergenerational planning, helping you to keep documents and memorabilia safe for future generations. Please note that this service is separate and distinct to those offered by St. James’s Place.