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A future-facing wealth management platform

Take seamless control of your working world with the wealth management platform that makes you a faster, smarter and sharper adviser.

Looking for something? Browse our Support Hub by popular topics, resources and insights

Looking for something? Browse our Support Hub by popular topics, resources and insights

Looking for something? Browse our Support Hub by popular topics, resources and insights

Support Hub

7,000+ investment opportunities

Over 7,000 investment opportunities – 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.

Finding the right investment

Multi-currency support

Invest across international boundaries with multi-currency support.

Investing

Powerful reporting tools

Beat analysis paralysis and make smart decisions faster with a suite of reporting tools and clear data visualisations.

Learn more

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.

Reporting

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

Security and regulation

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.

Onboarding and 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.   

Platform of the Year 2025 – International Adviser
Best International Platform 2025 – Investment International

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Certified for excellence,
compliance and security.