Our platform: Empowering investors to reach their goals
More than platform technology, a partnership
Our platform combines technology with a partnership approach to working with forward-thinking financial advisers.
While you and your clients enjoy all the benefits of a platform solution designed for their needs, we’ll share decades of experience of working with advisers to help you increase the value of your business.
In a digital age our platform provides digital solutions, rather than time-consuming hybrids. So, for example, when your clients join the platform there are no forms to print and post – the whole process is completed online.
Our platform makes full use of the latest Application Programming Interface (API) technology to integrate seamlessly with your back-office systems and your chosen online business tools. This increases business efficiency, while also providing a smooth, effortless solution for your clients.
We believe our eight key service principles are the key to delivering excellent customer service. These key principles are Speed, Accuracy, Clarity, Transparency, Accessibility, Empowerment, Courtesy and Efficiency. Our client service team have decades of experience working with advisers and their clients so they understand your needs and can help you meet the challenges of a fast-evolving industry.
We know what your business and your clients need from our platform, and we are sharply focused on providing precisely that. We avoid costly and rarely used optional extras and instead concentrate on providing exactly what you need at a competitive price.
It’s a digital-first, paperless platform that provides a smooth and highly intuitive experience for advisers and their clients.