A new platform operating model

Smaller firms have traditionally found operating a platform too expensive and complex. But by outsourcing some key tasks to us, it’s never been easier.

Outsource the technical tasks to us...

  • Client money and custodian obligations.
  • The technical process behind the trading and settlement of investments.
  • User interfaces for advisers, investment managers or end investors.

Focus on what's important to you

  • Deliver a great client experience.
  • Build your business how you want.
  • Become more efficient, and avoid rekeying between systems.

What it means for advice firms

Your clients get a better, cheaper platform service from someone they know and trust. You reap the rewards of an efficient system that you own and operate.

What it means for fintechs

Your clients get easy access to financial markets, through an experience you’ve designed. You get to bring your innovations to market quickly, cheaply and efficiently.

Want more detail?

Head to our FAQ to learn more and find key due diligence info

Want a demo?

Get in touch to speak to one of the team, or schedule a demo