A genuinely digital platform.
We’ve fully automated over 50 processes to drive maximum efficiency. We pass our reduced overheads on as cost savings to your clients, which makes our platform outstanding value for money.
FULL PRODUCT SUITE
A wide range of tax wrappers with access to a broad selection of funds, exchange-traded instruments and discretionary portfolios.
Adviser platform guideABILITY TO SELF-SERVICE
The service hub is designed for you to self-service, with links to important documents, forms and sales materials for the platform.
Service hubDUE DILIGENCE SUPPORT
Our due diligence pack will help you to evaluate whether our platform is right for your clients and meets your business needs.
Download guide