Want to operate your own platform, but don’t have an engineering team? Our portals provide the answer.
From account creation to illustration, save time and reduce re-keying with our simple, clutter-free interface.
Customise your platform to reflect your own brand identity – or that of the firms you decide to licence it to.
Hook your new platform up to your existing CRM to move faster and become more efficient.
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.
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.
Getting a new client set up on your platform is fast and efficient, thanks to our clean and clutter-free journey…
The calculations behind client illustrations are complex – but the process of creating one should be anything but…
Staying on top of client transfers can be a nightmare. But our transfers workbench helps advisers stay one step ahead…
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.
processes relying on a paper form or wet signature
reduction in transfer-related queries, thanks to automated transfers workbench
adviser firms using the P1 platform – and counting
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.