- Member Portal
- Adviser Portal
- International +35627877677
Welcome to the Adviser Portal
When it comes to administering your client’s QROPS, our dedicated adviser portal puts you firmly in control. Built with elegance and simplicity in mind, our bespoke technology gives advisers around the clock access to essential up-to-date client information. Backed by an award-winning support team, the Momentum adviser portal is always there when you need it, keeping your business moving forward.
Please log in to the adviser portal using your previously provided user details. If you would like to register your interest in accessing portal, speak with our team today.
View everything you need
The adviser portal allows you to access your client’s details
within minutes. Seamlessly access benefit
payment information, view your client’s attitude to risk, see client
bank account statements, investment holdings, and cash position.
Always online
With the adviser portal you can access essential information
24/7 from anywhere in the world. View the most up-to-date
client information wherever you are. Securely log in to get
instant access to what you need, when you need it.