20 Manvers Street, Bath, BA1 1JW, United Kingdom
Our software and services help forward-thinking firms build the investment propositions of the future…
Investments aren’t working
Our sector is being held back by old tech, dismal processes and misaligned interests. Together they create pointless complexity for financial planning and investment professionals, and provide outdated, overpriced experiences for customers.
It’s our mission to change all that.
Our purpose
We build technology that helps more people to invest – and invest well.
Our engineering allows forward-thinking firms to remove the hassle, lower the cost and improve the overall experience of investing – empowering more people to invest and be treated well.
At a glance Our modern investment infrastructure Affordable custody - Safeguard your clients’ cash and assets, for a max cost of 10bps. Trading & settlement - Leave us to route and settle investment orders in the market. Investment tech - Key functionality to underpin advised or D2C investment platforms. Wrapper administration - Access a growing range of......
Wrapper selection Access a range of investment products and wrappers. Our paper-free investment products and wrappers are behind the next generation of affordable, efficient and fully digital adviser platforms. Our growing range includes GIA, ISA, JISA and our market-leading SIPP....
At a glance Our paperless portals No tech team? No problem - Want to operate your own platform, but don’t have an engineering team? Our portals provide the answer. Fast and friction-free - From account creation to illustration, save time and reduce re-keying with our simple, clutter-free interface. Stay on brand - Customise your platform to reflect your......