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.

Screenshot of Seccl's platform

At a glance

Our paperless portals

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.

No tech team needed
Screenshot of Seccl platform

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.
James PridayCEO of P1 Investment Management
Picture of James Priday,CEO of P1 Investment Management
Screenshot of Seccl platform

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.

Our user interface for advisers is priced at £12,000 (+ VAT) per year, and interface for clients - £24,000 (+ VAT) per year.

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.

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  • Curo logo
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