I want complete control

To manage my clients' investments myself. I want to be able to create models, select funds and make my own investment choices.

Manage investments your way

Taking complete control of your clients' investments means considering...

Picking your own investments

With access to over 3800 funds, ETFs, Investment Trusts and Equities.


In-house stockbroking

To adapt your clients' ever changing needs and the market ups and downs.


Outsourcing your investment strategies

To keep things as simple as possible with an investment proposition that keeps it simple for me to manage my clients.

The simplest pricing...

Our platform's transparent truly 'all-in' structure is designed to make it easier for you and your clients to understand the total cost of ownership without having to worry about additional costs racking up over time.

View our pricing

Find out how we can help

Discovering more about the platform

Want to know more about the ins and outs of the platform?

Speaking to a member of the team

Get in touch with the Business Development team and they'll be happy to help.