We're upgrading our technology
We believe that technology should make life easier, enhance the way we communicate and improve the way we work together. That's why we've built our new platform solution in collaboration with the people who rely on it the most. You.
We've created an upgrade hub with everything you need to know about the move.
It's not our platform. It's yours.
Your platform, your choice
Manage your clients' investments the way you want to with access to the broadest investment, tax wrapper and DFM range.
Your platform, your brand
Your customers, your business - let us help you support your brand with our extensive adviser branding capability.
Your platform, your support
From our in-house stockbroking team to customer services, find out more about what our team can do for you.
Simple pricing
We are the only adviser platform to charge one single, easy-to-understand tariff.
See our pricing
Elevating your business
Use your reports to showcase your brand, engage your clients and build stronger relationships.
Find out moreDue Diligence – asking the right questions
Check the platform fits your business
The platform shouldn’t restrict your proposition now or later down the line. It must be right for your clients and be able to flex over their lifetime.
Check they're in it for the long run
A parent company may be “committed to the market” but is the platform part of its owner’s DNA and central to its strategic direction?
Check what you get for the price
Cost is important but value is key – make sure what your clients get for their money exceeds expectations.