Your own platform
Reduce the dual-keying burden
Regulated service
Smarter technologyGain significant operational efficiencies for your wealth business through consolidating your multiple platform relationships to operate your own multi-asset, multi-currency investment platform.
Take back full control of your client proposition through reflecting your own brand, your own investment solutions and your own platform fee.
Lose the administration overhead and adviser support burden associated with other platform providers.
We own and control our technology, and drive the highest levels of automation across the platform.
Our flexible APIs are pivotal to the timely and electronic exchange of data on a 2-way basis with external parties and more critically, in reducing the dual-keying burden assumed by your business.
For wealth businesses utilising Intelliflo Office as their back office system, the platform features a real-time, 2-way interface to Intelliflo Office for the electronic submission of all client and plan data.
Our core responsibility for dealing, investment administration and safeguarding client money and client assets, in full accordance with FCA CASS rules, unleashes your team from any operational burden.
Real-time investment oversight allows you to better serve and strengthen your client relationships.
With access to the widest investment universe across a range of product wrappers and third-party providers, your team has all the tools to deliver the right investment solutions for your clients.
Take advantage of our own award-winning technology to enable sophisticated portfolio construction and monitoring.
Whether you're looking for sophisticated client report packs, including CGT, asset allocation analysis, performance attribution, pre- and post-trade compliance, model rebalancing, or order management and execution, it's all there.
And we provide the latest digital workflow and oversight technology for financial planning teams to manage the onboarding of new client business and service existing clients.
Outsource all your back-office operations to experienced professionals and free up your time to focus on what you do best.
Our technology provides you with a depth of functionality developed around your clients’ needs including CGT reporting, performance attribution and rebalancing to models, along with ISA management and your choice of other tax efficient wrappers.
Our solution gives you greater control of the client experience.
You have online access to your clients’ portfolios, 2-way integration with Intelligent Office and access to our Cash Management platform via your own (white-label) portal.
Our team is well versed in managing the efficient transfer of assets from other platforms.
Award-winning technology to enable portfolio construction and monitoring, rebalancing, order management and performance attribution.
Automated links to multiple brokers and multiple custodians.