Private clients reviewing their connected financial position
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Stratum Private Clients

The Stratum Private Clients App

One private client relationship, brought into one connected view.

The Stratum Private Clients App is the intended digital home for your relationship with Stratum. It brings your ownership interests, financial position, services, benefits and support into a clear, coordinated experience.

The offering

Your account

See the people, entities and preferences connected to your private client relationship, with a clear path to requests and support.

Your ownership portfolio

View qualifying interests across property, businesses, aviation, hospitals and other real-economy opportunities in their appropriate legal or investment structures.

Your financial position

Bring investments, finance, protection, retirement, health and wealth planning into a consolidated view supported by the relevant providers.

Your benefits and rewards

Understand the benefits attached to your relationship and track qualifying recognition across the wider Stratum ecosystem.

Stratum Private Clients App

A private client service, not simply a dashboard.

The App is designed to connect information, decisions and specialist support. Regulated products and source records remain with the authorised institutions and providers responsible for them.

App features, access and availability may be introduced in stages and remain subject to the terms of each participating provider.

Explore the App experience