You have questions and we’ve tried to answer them. If there’s a question we haven’t answered, either contact your Business Development Manager or email us and we’ll do our best to answer it.
Questions and answers for our new platform
About the new platform
Our platform is key in providing you the flexibility to build a client-centric proposition focused on meeting holistic financial planning needs. By upgrading our technology we can best meet the needs of an evolving market for financial advice, now and in the future.
The investment we are making in future-proofing our infrastructure demonstrates our commitment to the adviser market. It enhances our stability, scalability and ability to continue to offer a market leading range of financial planning solutions for you and your clients.
An internal technology system called Blue Button.
We have partnered with Bravura - an expert provider, with proven market leading credentials. We have chosen their Sonata wrap and platform administration solution as our core technology.
Bravura will power certain key areas of our proposition, for which the Sonata package is well known.
However, we have retained control of the technology provision for a number of key functions that differentiate our proposition from the wider market – in particular our in-house stock broking capability and model portfolio functionality, as well as custodian services and our user interface.
Over time, yes.
We are phasing the move to the new platform so we can manage the migration in a careful and controlled way.
We are splitting the migration by product. So far, we have gone live with selected advisers who have a reasonable number of ISA / GIA and third party product clients. The advisers who were not moved in the first release will move in a phase later in the year.
Clients or family groups with an Ascentric SIPP will also move in a later release, as well as those with some more complex products such as selected corporate, charity and trust accounts.
At the moment, some advisers are using both the old and new platforms. This will stop once all the adviser’s clients have been migrated.
Getting ready for the move
We offer a comprehensive adviser platform training package, and a full suite of user videos are available. This can also be accessed via the new platform to ensure that you are fully supported when you come to use the new technology.
We have also carried out user experience testing, setting users tasks on our new platform to see if and how they can complete these themselves. If any particular areas of the new platform were causing issues or needed improvement, then we have made those changes. The feedback from users throughout this process has been positive.
All you need to access the new system when your move occurs is your login details for the old platform. If you are not sure what these are or have misplaced them then ring our customer service team now on 0345 076 6140 to make sure you can login to the new platform smoothly when the time comes.
We would encourage you to talk to your clients as we will be writing to them about their move to the new platform and changes to their terms and conditions.
We will let you know when there are actions you need to take. Keep an eye on your emails and the upgrade area of the website to make sure you are up to date.
We’ll let you know when it’s time for you to access the new platform, and will make the link available to you. Once you’ve activated your account a confirmation email will be sent to you, which will include, for reference, the login link and your new platform username.
What's different on the new platform?
Using the new platform
We’ll let you know when it’s time to access the new platform.
To get started, enter your ‘old’ login details into the new platform
- The new platform will recognise you and provide your username for the new platform
- Your new username is eight digits long and made up of numbers – keep this safe as it can’t be changed
- Set your own password – take care as, unlike the old platform, this is now case sensitive! It must
- be at least 8 characters long
- contain at least one upper case and one lower case letter
- include a number or a special character e.g. £$!
- Set your new PIN – this must
- be 6 digits long
- have no more than two numbers repeated in succession
- not include a sequence of numbers.
If you know your username, but have forgotten either your PIN or your password, you can reset them from the login page. This means you no longer need to contact our Customer Services team to do this for you.
If you've forgotten both your PIN and your password, or you are unsure of your username, then you'll need to contact us on 0345 076 6140.