Cloud-based wealth management technology for trading, settlement and custody of stocks and funds

INTEGRATED - COST-EFFECTIVE - SCALABLE

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Our Mission


Our goal is simple: to provide a better outcome for consumers by minimising the cost of wealth management. How will we achieve this? Through the intelligent implementation of ultra-modern technology.

Seccl is a cloud-based, fully integrated, and cost-effective trading, settlement and custody administration system. We have ground-breaking ideas for new features that will transform the wealth management process, especially in terms of model portfolio and drawdown functionality. This will be supported by a unique, scalable technical architecture that is integrated to supporting third party software via a suite of APIs.

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The Service


Cloud Solution

Fully managed and cloud-hosted investment management, trading and custody system. Created through a combination of intelligent architecture design and utilising next generation tools and technology.

Integrated

We don't believe in building everything ourselves. Seccl is built "API first", allowing us to leverage expertise throughout the wealth management landscape, creating a unique, integrated solution.

Pricing

Our pricing is different. We charge for activity on the platform rather than using the traditional model of basis points, software licence or maintenance fees. This includes hosting on a Software-as-a-Service basis.

Secure

Industrial strength security that protects client data. We work with global institutions to keep assets safe.

Philosophy

We believe that the customer should drive our roadmap. Our focus is to minimise the administration cost of wealth management through automation of key activities.

Functionality

We already offer the technology to enable a Robo-Advisor to administer client assets and trade and settle ETFs in Model Portfolios. We are now building on this.

Our Team

We're building a great team with experience, knowledge and fantastic ideas..


David Harvey

Chief Technology Officer

Hugo Thorman

Chief Executive Officer

Rhymes Toasterface

Software Engineer

Fran Zuch

Product Analyst

Phil Gilder

Product Manager

Hannah Lockett

Product Analyst

Dave Taylor

Technical Lead

Jon Boyce

UX Designer

You

Brilliant Newbie

We are looking for talented team members who are passionate about applying tech to create great solutions and services. In particular, we are currently recruiting software engineers to join our team based in Bath.

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Shall we talk more?


Our objective now is to extend the proposition to include all assets (stocks, funds and bonds), all product wrappers and integrations with User Interface, Adviser CRM and KYC providers. This will enable us to offer a technology platform to Stockbrokers, Platforms. Wealth Managers and DFMs and D2C/Robo providers.

We are driven by the wealth management community and are interested in working with potential clients and partners to shape the proposition roadmap. Send us an email and we will get back to you as soon as possible.



Seccl Technology Limited
The Guild
High Street
Bath
BA1 5EB