Don't let legacy platforms hold you back
Existing platforms are overpriced resellers of outdated technology. Cut them out, take control and offer your clients the excellent digital experience they demand.
Putting planners back in control
We think that those closest to the customer should control the customer experience. It's why we help...
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Financial advisers
large and small, to future-proof their businesses with a seamless platform experience…
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Advice consolidators
to create consistency and efficiency across their acquisitions…
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DFMs or wealth managers
to manage and distribute their investment models – or launch an independent platform of their own…
Clients include
How can we help?
Don’t compromise on client experience
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.
Build a business fit for tomorrow’s clients
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. See success stories
Why Seccl?
Code-free. Admin-light. Cutting-edge.
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Make your team more efficient
Minimise rekeying by integrating with your favourite back-office (IO, CURO, Xplan), and cut out the back and forth with platform admin teams.
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Go fully paperless
From T&Cs to transfers, direct debits to drawdown… remove every paper form and wet signature from the the entire investment and advice journey.
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Launch without a single engineer
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.
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Work with subject matter experts
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.
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You focus on clients, we’ll sort client money
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.
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Access leading functionality
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.
Who's it for?
No firm is too small to benefit
Assets certainly aren’t everything. But as a rough proxy, if your firm currently manages – or has aspirations to manage – £250 million (or more) 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.
Find out moreIt would have been unachievable for a firm of our size to have our own platform three or four years ago. Seccl has made it possible.
Getting started
From first look to full launch in just a few months
Prep and permissions
After a series of demos and the usual DD, we’ll guide you through the process for obtaining new permissions (if you need any).
Deep-dive workshop
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.
Fee-free 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.
Launch
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 startedWorking together
A guide to working with Seccl
To find out more about the ins and outs of what’s involved – and, in particular, who’s responsible for what – take a read of our introductory guide to working with Seccl.
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