Spouses / civil partners, children, parents, grandparents and grandchildren's portfolio values can be consolidated to calculate the group annual platform charge, with charges applied proportionately.
Build and manage a range of model portfolios. From Model Portfolio Service funds, advisory and full discretionary from advisers or DFMs.
Supporting your brand and proposition along with a range of services and features to provide a smooth, consistent and rewarding client experience.
Manage cash in the way that works best for you and your clients. Set aside cash, protect cash from rebalances or use a cash account.
We integrate with specialist partners to help keep your business efficient and connected while delivering tools and functionality to give clients a great investment planning experience.
Access to full audit trail for each client account as well as a comprehensive Management Information (MI) reporting suite.
We host over 100 DFMs on our platform, ranging from the big brands to specialist boutiques. If your preferred DFM isn't available, talk to us and we'll look to include it subject to agreement with them.
We’re one of the few platforms with its own in-house exchange dealing desk. As a member of the London Stock Exchange, we can deal intraday so aren't limited to once a day bulk trades.
Up to and including £1m*
From £1m up to and including £3m
From £3m up to and including £5m*