Online Portfolio Access

Check valuations and access reports

Online access is available for both our portfolio services: Tailored and CHAMPS (Church House Advantage Managed Portfolios). The former is provided via Multrees, and the latter is managed by Parmenion.

There are links to both services across.

In May of this year, we started rolling out a new portal for Tailored Portfolio clients, which includes apps for smartphones and tablets. Currently, it is available to new clients and some existing relationships who have agreed to help with the launch. A link to the new portal for desktop/laptop users is available opposite and is labelled 'Tailored Clients (New)'. A wider rollout will commence soon. If you would like to learn more, please call the number below and ask to speak with our Client Services Team. 

If you have any questions or issues logging into any service, don't hesitate to get in touch with us on 01935 382620.

  • Tailored Portfolios (Current)

    Custom portfolio solutions that are held in custody by our partners Multrees. To view your portfolio click on the button below and enter your user credentials.

  • CHAMPS (Church House Advantage Managed Portfolios)

    Straightforward portfolio solutions that are administered by our partners Parmenion. To view your portfolio click on the button across and enter your user credentials.

  • Tailored Portfolios (New)

    Link to the new portal for those with early access. Smartphone and tablet apps are available from Apple and Google App Stores - please see your invitation for more information.

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