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Welcome to the Söderberg Self-Service Centre!

Söderberg & Partners Wealth Management
Process Guides
Client Management

Client Management

Client Onboarding Flowchart
The Client Journey - logging in to the platform for the first time and accepting platform terms
Making changes to your client's account
Updating your client's details
Registering a new client on the platform

Söderberg & Partners Wealth Management Ltd

One Temple Quay
Temple Back East
Redcliffe
Bristol Bs16dz

Company information

FCA number: 995131
Companies House number: 14035487

Söderberg & Partners Wealth Management Ltd is authorised and regulated by the Financial Conduct Authority under registration number 995131. You can verify these details in the Financial Services Register.

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