Solution introduction
A platform built around you and your business
Making advisers’ lives easier and their firms more efficient – while providing a great end-investor experience for their clients – is at the heart of what we stand for
A service you can rely on
- As a privately-owned and independent company, we are able to make long-term decisions in the best interests of our clients.
- Financial strength – a strong balance sheet and liquidity position with Common Equity Tier 1 capital.
- Over GB£49 billion of assets under administration on the platform as at the end of December 2021
- A robust Business Continuity Plan meant we have been fully open for business throughout the coronavirus pandemic
- Four top ratings from Defaqto including two gold awards for service
- 330,000+ clients on our platform
- 5,000+ total adviser firms
