Our platform technology focuses on doing the basics well. It’s lean, flexible and built to integrate. And it offers a growing number of wrappers, investment options and functionality.
Accounts and wrappers
GIA
ISA
SIPPS and SSAS
JISA (Coming soon)
Onshore & offshore bonds (Coming soon)
ISASeccl Custody Limited is an HMRC registered ISA Manager (reference number Z2000), authorised to operate a Stocks and Shares and Junior ISA (JISA).
SIPPOur SIPP wrapper is made available through specialist third-party wrapper provider, Gaudi.
Investment options
We offer nearly 900 funds from over 100 fund managers – and counting. And we’re always happy to explore adding more.
Funds
Equities
ETFs
DFMs
Investment trusts
Model portfolios
Rich and flexible functionality
The following functionality is either available already, or being worked on with a view to being released soon.
Client and account administration
Digital recommendation tool.
Set up sub-accounts or 'pots' at the individual client and wrapper level.
Have D2C clients and advised clients on the same platform.
Easily switch clients from D2C to advised.
Keep some of a client's accounts execution only and the rest advised.
Set up sub-accounts or 'pots' at the individual client and wrapper level.
Link or group different client accounts.
Easy-to-use client portal.
Notification of suspicious activity on accounts.
Verify AML (at extra cost).
Payments, transfers and charging
Fixed fee, tiered and percentage adviser charging.
Bank transfer and direct debit payment and withdrawals.
Regular investments and withdrawals.
Automated ISA, GIA and SIPP transfers.
Grouped transactions (pay in and invest to models, sell down and withdraw, etc.).
£ and % withdrawals.
JISA, including transfers from JISAs and Child Trust Funds.
Trading and investment
Fractional trading of ETFs.
Facilitate corporate actions.
Operate advisory models at client level, without discretionary permissions.
Non-GBP currency instruments.
Automated bed and ISA.
Auto-investments and withdrawals.
DFM functionality
Create model portfolios.
Rebalance portfolios.
Assign clients to models and auto-invest.
Reporting functionality
MIFID II required reporting.
Consolidated Tax Certificates.
Annual valuation reports.
Quarterly Statements.
Adviser fees.
Capital gains tax calculation and reporting.
Fully integrated illustration tool.
Key partners
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