Powering firms across the retail wealth landscape

Financial advisers and investment managers

Empowering firms to operate a platform of their own

We think that advisers know their clients better than anyone else. And so it stands to reason that they’re also the best placed to shape and control the client experience.

Why, then, should advisers give up that control to a third-party platform with clunky, outdated processes? Our recent research uncovered that only 2% of advisers feel in control of the platform experience – but yet nearly 90% think that their clients hold them responsible for it. It's a mismatch many of our clients have sought to tackle – with a platform of their very own.

We don’t offer a platform in the typical sense – one that firms can use ‘off-the-shelf’ or on a white-labelled basis. Instead, we offer custody and investment tech, as well as client and professional portals, that firms can combine to operate their own.