From project start to live launch
Now on the platform
Completed in one month (Nov 2024)
Completed in three months
The challenge: traditional tech holding planners back
Like many financial planners, Neil Parker endured years of frustration with legacy platforms, while running his advice practice, Joslin Rhodes. Inefficient, disjointed systems meant constant rekeying, slow processing and little visibility.
“We suffered the frustrations with the software not doing it the way we wanted. Advisers were wasting too much time jumping between platforms and managing inefficient, disjointed workflows. Transactions moved out of their control, with little visibility into processing times or quality. It always pained me that there was this disconnect between helping clients make the decisions and having some transactions to do, and the processing of the transactions themselves.” He explained.
Even white-label solutions from incumbents couldn’t solve the problem - and failed to address the core issue – the outdated infrastructure they were built on.
The solution: Allowing more people to invest — and invest well
Seccl provided the missing piece: a fully automated, API-first investment infrastructure that puts advisers back in control – and helped Neil realise his vision for an all-in-one wealth and lifestyle financial planning platform. One now available not just to Joslin Rhodes, but other like-minded PlanHappy Partner firms, too.
“When Seccl came along, I thought that's it. That's the one. The most attractive thing for us is the fact that it's built from the ground up on an API model. It's different to the traditional platforms trying to catch up. Seccl has taken the next step, removed that intermediary and has put control directly with the adviser.” Neil adds.
The result is a one-stop shop for lifestyle financial planning – powered by our custody and trading infrastructure to safeguard cash and assets, process payments and route orders to market. All highly automated and digital-first.
It also lets PlanHappy offer advisers a full suite of wrappers – GIAs, ISAs, JISAs and SIPPs – with faster processing, straight-through transactions and absolutely no paperwork.
The biggest impact is the control it gives us. We can design a customer experience that aligns with our PlanHappy ethos, rather than plugging into a third-party portal that doesn’t reflect our brand.
The impact: more control, less admin
Since its launch, PlanHappy and Seccl have together ramped up the migration process. What was once limited by the team’s capacity is now supercharged, with 296 transfers in a single month – and a £45 million migration from an incumbent platform completed in just three months.
Advisers now spend less time on admin and more time with clients – helping them shape their financial futures.
“Seccl compartmentalises that trading engine and transaction engine and supports us with the regulatory aspects of the custodianship. And it all slots perfectly into our software and operational systems.” Says Neil. “We’re committed to removing the ‘goo’ from the process, keeping it streamlined, and bringing more advisers and businesses on board to spread the word about lifestyle financial planning.”
Get in touch
Ready to get started?
If you want to find out more or kick off a conversation, then get in touch – we’d love to chat
By submitting this form, you agree to our Privacy Policy and Terms.