Launch a paperless platform, without a single engineer
Our client and adviser portals will help you to create your very own – and entirely paper-free – adviser or DFM platform. Even if you don’t have your own tech team.
At a glance
Our paperless portals
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No tech team?
No problemJump to sectionWant to operate your own platform, but don’t have an engineering team? Our portals provide the answer.
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Fast and
friction-freeJump to sectionFrom account creation to illustration, save time and reduce re-keying with our simple, clutter-free interface.
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Stay on
brandJump to sectionCustomise your platform to reflect your own brand identity – or that of the firms you decide to licence it to.
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Ready-made integrations
Jump to sectionHook your new platform up to your existing CRM to move faster and become more efficient.
No tech team? No problem
A code-free way to run your own adviser platform
Seccl isn’t a platform in the typical sense. Instead, our technology helps financial advisers and DFMs to launch and operate their own.
It means you’ll have added responsibilities, but can take control of your platform experience – and create new revenue, too, in the form of your new platform fee.
If you have your own tech team, you can plug straight into our custody and investment infrastructure via our API. But if you don’t, our ready-made client and professional portals will help you launch your very own platform, without a single line of code.
Fast and friction-free
Cut down on clicks, with a seamless digital experience
Advice and investment management is complicated enough, without clunky, confusing and long-winded screens to navigate.
Our portals are designed to be intuitive and easy-to-use. No 20-minute form-filling suggestions just to create an illustration; just simple, straightforward processes that help you get your job done.
In action
Powering award-winning digital platforms
Our paper-free investment technology is behind the next generation of affordable, efficient and fully digital adviser platforms.
Like the P1 Platform – which was named NextWealth’s Digital Champion in 2021 for its entirely paper-free journey, and voted number 1 by advisers for customer service in the lang cat’s 2021 State of the Adviser Nation Report.
See more case studies
We chose to operate our own platform as we wanted to deliver a solution that was fast, efficient, paperless and completely transparent. Seccl’s technology makes it possible.
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0
processes relying on a paper form or wet signature
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50%
reduction in transfer-related queries, thanks to automated transfers workbench
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25
adviser firms using the P1 platform – and counting
Stay on brand
Brand your own platform, and allow others to white label it, too
Do justice to your brand, by styling your platform to match your company’s identity. And not just within your online portals, but within key literature and comms, too.
You can also licence your own platform on a white-label basis to other firms – allowing them not only to set their own pricing and terms, but choose their colours, too.
Ready-made integrations
Our API-first technology is built to integrate
Make sure your two key business systems – your platform and your CRM – talk the same language, with our out-the-box integrations with market-leading solutions like IO and Curo. We’re adding other integrations all the time, so stay tuned for more.
