Seccl provides a Software as a Service (SaaS) technology solution for businesses authorised to manage ‘client money’ including Stockbrokers, Platforms and Discretionary Wealth Managers.
Seccl also offers outsourced custody services for Discretionary Fund Managers, Wealth Managers, Adviser and Fintech Firms.
An efficient and compliant outsourced custody service. Combine Digital Custody with our Investor and Professional Portals to create your own platform or alternatively access the service directly via our open and fully documented API
This intuitive dashboard allows clients to access their portfolio and manage their accounts online.
An intuitive, streamlined dashboard enabling you as a Wealth Manager or Discretionary Fund Manager to monitor activity and manage clients' portfolios on a discretionary, advisory or execution-only basis.
This is our core market facing, custody, transaction processing and settlement system. Delivered on a Software-as-a-Service (SaaS) basis that means the people who built the system manage it for you.
Pfolio powers front-office services for Wealth Managers. This provides portfolio and product management capabilites delivered on a SaaS basis
What makes us so special? ... well for a start we are;
Seccl's 'API first' approach means in-depth two-way integrations can be facilitated with complementary systems including CRM and back office systems, risk and cashflow tools, or your own Mobile App.
This reduces significantly the costs and risks associated with re-keying data between systems and allows you to select a range of best of breed technologies for you business.
We believe there is a digital solution to every process or problem. We are engineers who strive to scale every aspect of our business.
This mindset enables us to build services with more automation, allowing wealth managers to deliver financial solutions at a lower cost to their clients.
Our innovative system architecture is based on the iDesign Methodology ® which results in less code to build and therefore dramatically reduced delivery times.
We also utilse a serverless architecture provided by Amazon Web Services which means we inherit world class security and scalability.
Not sure which modules suit your needs? Lets take a look at a few scenarios…
We’re growing fast and looking for talented team members who are passionate about making a huge impact in wealth management.