large and small, to future-proof their businesses with a seamless platform experience…
to create consistency and efficiency across their acquisitions…
to manage and distribute their investment models – or launch an independent platform of their own…
Delivery models are changing. With more and more of the customer journey conducted online, it’s vital that your digital proposition can match the high-quality in-person service your clients have come to expect.
Don’t let your reputation be damaged by the shortcomings of a service you can’t control. Deliver an experience that’s fast, paperless, and doesn’t involve endless back-and-forth with platform admin teams. Choose control over compromise.
The world has changed beyond measure over the last two decades. But platforms are stuck in a time warp. Systems that don’t connect. Data that’s a mess. Platform upgrades that only lead to a downgrade in service. And repeat.
Don’t damage your business with twenty-year-old tech. Supercharge it with modern software that helps you to boost your efficiency, expand your client bank and flex your proposition to their changing needs. Choose digital over analogue.
Platforms are too expensive. Powered by the legacy technology of third-party vendors, propped up with their own costly operations teams and pushed for profit by shareholders, they represent poor value for money.
Don’t put up with oversized platform margins for undersized performance. Remain competitive on price – and strengthen your proposition – with the most transparent and affordably priced platform software and services in the market. Choose low cost over high fees.
Minimise rekeying by integrating with your favourite back-office (IO, CURO, Xplan), and cut out the back and forth with platform admin teams.
From T&Cs to transfers, direct debits to drawdown… remove every paper form and wet signature from the the entire investment and advice journey.
Our brandable professional and client portals mean you can launch a platform of your own without any in-house technology team. A totally code-free solution.
No platform experience? No problem. We’ll provide expert technical support to help you get to market fast, then pair you with a dedicated account manager to help you scale.
We’ll take care of CASS and handle the client money obligations, while our investment operations team will do the heavy lifting for you. No need for a big new admin team.
Fully digital pension. Transparent view of client transfers. Instant payments that are sent to market in under 10 seconds. XO and advised clients on a single platform. And more to come – fast.
Assets certainly aren’t everything. But as a rough proxy, if your firm currently manages – or has aspirates to manage – £150m of client assets, there’s a potentially strong commercial case for you to take more ownership of the platform experience.
That's because our efficient technology minimises the need for manual processing, while we do the heavy lifting when it comes to custody and client money. Our dedicated customer support team will also give you hands on support to help you launch and grow.
Even if you’ve decided that it’s not right for you, there’s no reason not to explore one of the affordable, paperless adviser platforms that we power…allowing your clients to reap the benefits of a low-cost, high-tech platform without any additional effort or responsibility on your part.
Prep and permissions
After a series of demos (check out our intros here) and the usual DD, we’ll guide you through the process for obtaining new permissions (if you need any).
An intensive, full-day kick-off workshop to fully understand and document your needs, culminating in a full plan detailing the nature and scope of your integration.
As well as guiding you through your technical integration, we’ll offer you support on your regulatory, compliance and legal tasks, too. All at zero cost.
We work with you to onboard your first new assets, and migrate any existing books across to your new platform.
We launched and migrated one client’s book as little as four months after our first conversation. Can you beat them?Get started
See introductory walk-throughs of our portals or our API, or arrange your own.Take a look
Use our simple pricing calculator to get an idea of the costs involved.Give it a try
Book a call to find out more and see how we can help your business, fast.Drop us a line