A future-facing wealth management platform

5,000+ investment options

Over 5,000 investment options – and powerful screening tools to find the investments that are best aligned with client ambitions and risk tolerance. Monitor investment performance. Predict future growth. Make your investment decisions with confidence.

Multi-currency support

Invest across international boundaries with multi-currency support.

Powerful reporting tools

Make smart decisions for your clients’ faster with a suite of reporting tools and clear data visualisations.

Make admin happen faster

Share documentation, obtain digital signatures, send performance reports. Say hello to streamlined client interactions. Straight-through processing (STP) technology means admin happens at warp speed. Do what you do best, faster.

Your teams, your branding

Add multiple users with platform permissions aligned to their role within your business. Brand your account with your company’s visual assets for client reports that always look the part.

Secure, stable and fully compliant

Full MiFID authorisation, cast-iron platform security and a robust cloud infrastructure that delivers 99.9% uptime. Because peace of mind is non-negotiable.

Seamless onboarding and training

Adopting a new platform can feel disruptive. That’s why we provide comprehensive onboarding and training programs for all necessary team members. And that’s just the start of our support.

Simple, highly competitive fees

We’ve built what we believe to be one of the most cost-effective wealth management platforms in the world – with crystal clear fees.

An award-winning platform*

When you are taking the decision to work with an unfamiliar investment platform, you have the right to expect it to deliver on its promises. We are determined to build a platform that gives advisers seamless control of their working world. Our awards show that’s an ambition we’re making good on. 

* Awards were received by our UK-operated platform business and reflect the historical performance of that entity. The CySEC-regulated platform operates independently but benefits from established platform experience.