Platform technology that's designed for change

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)
  • ISA Seccl Custody Limited is an HMRC registered ISA Manager (reference number Z2000), authorised to operate a Stocks and Shares and Junior ISA (JISA).
  • SIPP Our 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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