Solution introduction
Enhance your view on holistic wealth by adding property
Nokkel integrates property into holistic wealth, as the largest and strongest component of wealth in the UK. And connects financial solutions to property needs
At Nokkel, we believe that clients make better decisions if they have a complete understanding of their financial situation, including seeing their wealth in a single place.
Wealth statements typically exclude accumulated property wealth or require cumbersome external validation and input.
The result? Often the biggest piece of a client’s total portfolio is little more than an afterthought asset.
That’s a tremendous waste of their property’s potential given the role property plays in defining lifetime and retirement goals not to mention the opportunity to connect to financial products and solutions whether that’s mortgages, later life lending, protection, or insurance.
