Everything at your fingertips
Our unique platform combines all the tools, services and resources you need into one easy to use package.Clarity and convenience
Our tech supports the end-to-end journey, not just single steps along the way. Giving you and your clients a seamless experience for greater peace of mind.
Your success is our success
Our platform is dependable, flexible and scalable, and integrates seamlessly with the rest of our tech – so you can achieve your specific goals.
Efficiency for impact
By streamlining your processes, you can immediately boost the service to your clients. Increasing your options goes hand-in-hand with decreasing your day-to-day hassles.
More than a platform
We put the power in your hands. Access a wide range of funds, wrappers, trades and anything else you might need, all instantly available to you. And we’re here to help with practice management and compliance too. Just ask.
Designed with you in mind
Here for you so you can get down to business
How you run your business is up to you – we’re here to focus on what makes the adviser and client journey better. And we listen. Developing our roadmap on what matters most to you and your clients.
A dedicated team to get you on board
Our turnkey solution and one-to-one support get you up and running swiftly and smoothly - whether you’re starting up, streamlining, or going for growth.
From platform to partnership
We’re in every relationship for the long haul. And we believe bringing everyone and everything together gets better results – which is why we’ve won awards for both our network community and our integrated tech.
The best of both worlds
Our cutting-edge technology offers the wealth management of the future, combined with services inspired by decades of experience. So you benefit from a personal touch with a digital outlook.
Acknowledged for excellence
We won the Best Wealth Management Platform award at the 2022 and 2023 UK Platform Awards, and we’re still continually improving it to this day.
Unique delivery
Our in-house MPS is available on 13 other platforms. So you can deliver a consistent solution for all of your clients on multiple platforms. Simple.
Support that suits you
We’re here throughout your journey with executive support – as well as access to start up and exit finance, legal and HR advice and even property guidance.
