With our software and services, it’s never been easier, faster or cheaper to launch a new investment or advice start-up.
We think the next generation of investor needs next generation investment platforms. It’s why we help…
on a mission to help more people save for the retirement they want…
and financial coaching apps, designed to give more people the confidence to manage their money…
focused on long-term wealth creation, not short-term trading and stock picking…
We know what it’s like to be a small team with big ambitions. You want to move quickly and get to market fast – and need a partner who can match you for agility. That’s us. Our API is built for speed and scalability.
Our custody service, investment infrastructure and digital tax wrappers provide the key building blocks for a well-rounded investment proposition; while our efficient and developer-friendly API construction makes it simple to launch and scale.
An idea is one thing. Making it real is another. Traditional custodians and investment technology providers can make execution difficult, with hefty integration costs and unaffordable fees. Our pricing is designed with growing companies in mind.
100% of our technology is available through our publicly documented API, which regularly handles over 1.5m daily requests.
Our technical experts will help you get to market fast with, while your own account manager will 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.
Our ultra-low-cost custody and investment engine (typically 8-10 bps all-in – with zero up-front integration fee) allows you to get to market affordably as well as quickly.
Our open banking integrations allow you to accept money – and route it to the markets – quicker than you can read this sentence.
We develop new features and functionality at a market-leading pace (even building our accumulation pension in six months alone).
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
Our introductory guide covers everything you need to know about launching a new investment or financial advice fintech...
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