Top 5 reasons to use our platform

More and more advisers are choosing our platform as it puts them at the centre of their clients financial affairs.

One

Our platform is suitable whether your clients are individuals, trustees or corporate entities. Each can hold multiple portfolios. Our open architecture platform allows investors to hold, funds, tradeable assets such as equities and ETFs and structured notes. You can hold everything in one place, which means it’s easy to get a bird’s eye view of your client’s wealth.

Two

You can set up, monitor and trade your own Model Portfolios across your client base, or alternatively outsource this to a third-party DFM. Freeing up your time and making managing your client’s portfolios much simpler and more efficient.

Three

You can control what access your clients have to the platform, and we can configure the platform to meet your specific ways of working.

Four

You can hold investments in different currencies with us. You can invest in a wide range of currencies, hold cash in multiple currencies, switch currency online, change the base currency of the platform at any time. Perfect for the internationally mobile investor.

Five

In a world of ever increasing regulation, our platform allows you to operate a transparent fee-based charging model. Platforms work well where regulations encourage greater transparency – in the UK the value of assets held on platforms increased almost 6-fold in the 8 years following the introduction of RDR in 2008.