Client Portals
Simple, secure access to your financial world, anytime, anywhere.
At Tacit Investment Management, we believe in putting you firmly in control of your finances. That’s why we provide two secure, easy-to-use client portals that let you view, track, and manage your wealth, on your terms.
Whether you want a complete financial overview with all your assets and documents in one place, or direct access to your AJ Bell investment accounts, our portals are designed to keep your financial life organised, transparent and secure.
Tacit Money: Your Complete Financial Overview
A clear view of your wealth, all in one place.
Tacit Money is your personal digital financial assistant, giving you access to everything from investments and savings to property, pensions and insurances. Accessible via desktop, tablet or mobile app, it’s a simple, secure way to stay connected to your adviser and fully informed about your financial position.
Key Features:
- View your full financial portfolio in one place
- Track property, pensions, savings and liabilities
- Secure messaging and document sharing with your adviser
- Upload, store and manage your important documents
- Set alerts for renewals, payments and key financial events
- Real-time valuations and financial dashboards
- Bank-level encryption and two-factor authentication
AJ Bell Client Portal: Direct Platform Access
If your investments are held on the AJ Bell platform, the AJ Bell Client Portal gives you direct access to your accounts. This includes portfolio valuations, transaction history, tax documents, and personal details.
Key Features:
- View investment portfolios and performance
- Download statements, reports and tax documents
- Update contact details and communication preferences
- Monitor ISA, GIA, SIPP and other accounts
Need Help Accessing Your Portal?
Our team is here to help you get set up or answer any questions about using your client portal.
