We build platform technology for financial advisers, DFMs and fintechs

We’re rebuilding the technology that allows investors to access financial markets. Our software helps financial advisers, investment managers and fintechs of all sizes to more easily and affordably operate their own investment platform.

Our mission is to rebuild the infrastructure of investments and advice

In most areas of life, technology has helped to create fast, seamless and highly personalised experiences. But when it comes to money management, technology is getting in the way.

It's bad for business...

Many financial advisers and wealth managers are frustrated with the wrap platforms or investment technology that they use. Integration is painful and costly. Admin staff waste time rekeying data between systems. And clients can end up paying for a service that they’re not really happy with.

Meanwhile, young and ambitious fintechs struggle to get to market because of solutions that are expensive to use and difficult to build on.

And it's bad for people too...

Unnecessary admin doesn’t just create a nightmare for administrators. It also makes financial advice more difficult to come by, as advisers are forced to turn away less affluent clients.

Meanwhile, the difficulty of launching low-cost investment products means that accessing investments can be more expensive than it needs to be.

We're imagining a different future

In our future, everybody will be able to access the financial markets, or find the advice they need, more easily and affordably than ever.

Savers will be able to access high quality financial advice on demand, whenever, however they want it.

  • Financial advisers will spend more time advising, and less time on admin.
  • Fintechs will get to market fast.
  • And innovation will be shared within a vibrant ecosystem – so that ambitious businesses of all shapes and sizes can work together more easily than ever.

See who we help

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Our leadership team

Meet the Seccl team

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