What is Vanguard 365 ?
Expand your knowledge and earn structured CPD
Expand your expertise and elevate your skills using our comprehensive library of content, including engaging videos and dynamic animations.
Practice management
Tailored content to help you build your practice, market your services effectively and cultivate a thriving professional network.
Client relationships
Empowering you to service your clients' needs effectively, build relationships, create loyalty and achieve new business growth.
Financial planning
Gain access to useful tools, guides and multimedia resources covering diverse topics from risk profiling to retirement planning.
Investment knowledge
Explore in-depth insights on investment principles, portfolio construction and comprehensive product education to expand your knowledge.
Get a head start using these tools and services
Portfolio services
Our skilled team will help you craft low-cost, goal-driven portfolios. Spend more time focusing on your clients, and less time configuring and managing their portfolios.
Risk assessment tool
Our attitude to risk tool is designed to help you to help your clients find out more about their risk profile and provide a guide to their optimal asset mix.
Adviser resources
Enhance your client-adviser journey by utilising our suite of co-brandable, ready-to-use resources, including behavioural coaching tools, commentary and education.