A digital investment solution built for
advisers and their clients
Small account balances
Every wealth manager owns clients who are drawing down balances or who are ‘asset poor’ to be profitably managed. We help you attract, manage and retain emerging affluent accounts more profitably.
Assessing client’s risk profile is one of the challenging processes in on-boarding a client, especially if two different organisations are involved. Gain a simpler platform that matches both risk profiling and customised, suitable asset allocation together in one single process.
Deliver a great user experience for your customers. Next generation clients could provide a strong engine of growth for your practice. You and your clients could easily set up, review and track goals on any device.
Pension account opening within 10 minutes
Faster and easier onboarding experience, which is fully electronic and automated. This includes risk profiling and capacity for loss assessment.
Intuitive client dashboard
With an intuitive, highly usable, customer focused dashboard, all the information your client needs are at their fingertips. From a view of their goals to transactions across all accounts - everything is arranged in a way that is quick and easy to understand.
Efficiency through technology
We know advisers are turning many individuals away who do not meet their initial minimums. From account opening, asset allocation, risk profiling, suitability reports – we have automated every part of the process to help you scale up.
Digital back office
All the time consuming and inefficient processes, which add to your costs are automated. When you use smarter solutions, you create time to learn more about your clients. You enhance your ability to help them achieve their goals and truly add value.
We are authorised and regulated by the Financial Conduct Authority (FCA)
A platform designed to delight your clients
Digital with human touch
Globally diversified portfolio automated and monitored by our team of experts who bring several decades of experience to every investment goal.
Portfolio that are customisable to account for your specific client’s needs. We don’t like a ‘one size fits all’ approach.
Automated rebalancing ensures clients portfolios are not drifting away from set thresholds.
Your firm’s name and logo appear every time you communicate with your clients throughout the portal, tax vouchers, emails, statements, etc.
Analytics and reporting
Insightful analytics and data to help you understand and improve client engagement drive asset growth. Reports such as suitability reports to meet your regulatory requirement.
Single view of practice data giving you information about your clients accounts, goals, and other key information.