Launch a paperless platform, without a single engineer
Create your own fully digital adviser or DFM platform without writing a single line of code – and without needing an in-house tech team.
No-code solution
Run your own code-free adviser platform
Seccl isn’t an adviser platform in the typical sense. Instead, our technology helps financial advisers and DFMs to launch and operate their own.
That means more responsibility – but also more control. You can shape your client experience, manage your own commercial terms, and earn a new revenue stream through your platform fee.
If you have developers, you can access all of our services via our API. If not, our ready-made professional and client portals help you run your very own – entirely paper-free – platform, straight out of the box.
At a glance
Power every part of the client journey
Professional portal
- Onboard and manage clients seamlessly
- Track MI through embedded data dashboards
- Generate and store illustrations, valuations, tax packs and regulatory docs
- Instruct and track the status of client transfers
- Create advisory or discretionary models
- Create and manage investment accounts and tax wrappers
- Run a full and totally digital pension journey – no paper required
Client portal
- Make contributions and withdrawals
- View portfolio performance and basic reporting
- View pending transactions
- Access secure communications via message box
- Update personal details instantly
Security
Protect client data with enterprise-grade security
We take security and resilience seriously – it’s fundamental to everything we build and operate.
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Use built-in multi-factor authentication.
Our professional portal uses best-of-breed authentication with integrated MFA, giving every user an extra layer of protection. -
Rely on independently certified controls.
Our systems are fully ISO/IEC 27001:2022 certified, aligning with NIST and CIS benchmarks to ensure world-class information security. -
Trust in a robust Information Security Management System (ISMS)
We maintain rigorous governance, testing, and continuous improvement across every layer of our infrastructure.
Flexible configuration
Set up your platform your way
Our node structure makes it simple to configure – and brand – a single platform for multiple firms, whether advised, D2C or both.
Out-of-the-box user scopes control what each user can view or edit. For example, enhanced permissions allow professional users to:
- Edit model portfolios
- Add and remove users
- Add new investment instruments
- Create and manage client groups
Embedded MI
Explore opportunities with Looker
Data analytics is a powerful tool for any organisation. That’s why we’ve integrated Looker - a business intelligence (BI) and data analytics platform – into our Professional UI. This empowers users to explore, analyse and visualise data across their firm and client base, and unlock insight and opportunity.
The integration provides a comprehensive suite of tools to create and share reports, dashboards and data visualisations.
Custom branding
Make it yours – or let others white-label it
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
Not ready for your own platform?
Use a Seccl-powered adviser platform
Owning a platform isn’t right for every advice firm – typically, it makes most sense for firms managing £250 million+ in client assets.
If you’re looking to power up your platform game – but aren’t ready for a platform of your own – why not explore one of the affordable, paperless adviser platforms that we power?
They’ll allow your advisers and clients to reap the rewards of our technology, but without any additional effort or responsibility on your part.
A paperless platform focused on making life easier for advisers, allowing you to concentrate on advice, not admin. We aim to provide a better platform experience for advisers and their clients. And with a 0.15% platform fee, great service doesn't come at a cost.
- Top rated platform in Platforum's May 2024 report
- #1 platform for fees, customer service and overall
- Winner of 'Leading innovation' at the UK Platform Awards 2024
JustFA is an all-in-one advice and investment platform designed to help advisers run and grow their businesses digitally. It combines a modern back-office system, client engagement tools, custody, and investment management—all in one place.
- Save Time: Streamlined workflows free advisers to focus on generating new business
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- Drive Growth: Create a scalable digital advice proposition under your brand, boosting profitability and long-term value
Timeline is the integrated ecosystem built for modern financial advisers. Our mission is to empower financial advisers to help millions of people plan, invest, and retire with confidence.
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Professional and client portals FAQs
Ready to begin?
Get started with Seccl today
Ready to take the next step? Our team is here to help you get started with Seccl.
Contact us today to discuss your requirements, request a demo, or learn more about how Seccl can support your business.
Get in touch