This calculator doesn't account for the operational cost involved with running your own investment platform.
It's a significant step that will carry certain new and perhaps unfamiliar roles and responsibilities – and will no doubt mean you'll have to hire new administrative, operations or customer service staff.
To learn more about what's involved, take a look at our introductory guide...
Clients' platform and adviser charges are calculated based on their end-of-day portfolio valuations during the previous month. Firms will be subject to a minimum custody charge of £36,000 per year.
Our portals for clients and advisers are priced at £12 per year (+ VAT) per client, subject to another minimum charge of £36,000 per year (+ VAT), separate to the minimum custody charge. Note that, unlike our digital custody service, our client portals are subject to VAT. Any improvements to the interface will automatically flow into portals at no extra cost.
Note: these variable costs are to cover the charges that we ourselves take on when facilitating transactions.