Free Demo
We offer a free demonstration of the services available to clients who join The Investor Centre
Online Tools
The Online Tools demo will allow you to see an example of the secure part of theinvestorcentre.com website where, as Mr. Alternative Smith.
You can
- View your portfolio summary
- Download fund factsheets
- Compare funds through the fund performance table
- View your portfolio scan.
- Register for theinvestorcentre.com service if you wish to take advantage of these features.
You can view some sample screengrabs of the Online Tools if you wish, or alternatively use the button below to go to the online demo.
Buy & Switch
We have also recently launched our new Chartwell Buy and Switch service.
This service is available to all clients with funds on the Cofunds platform.You can view some sample screengrabs of the Buy & Switch service if you wish, or alternatively use the button below to go straight to the online service.