An institutional‑grade dealing, custody and administration platform

Simplicity

Rich functionality and data integrations help you simplify processes at every stage.

A client experience that reflects your brand, backed by our award‑winning support.

Offer your clients competitive charges, based on a flexible fee structure.

More control, less heavy lifting – under the Model B framework, you shape your client experience while we provide the operational and regulatory infrastructure.
Institutional pricing on a retail framework – supporting greater value for clients.
Award-winning specialist support – backed by our scale and ongoing investment.

The result: freedom to focus on client relationships and improving the value you can offer.

A fully branded experience – across website, mobile app and reporting.
A seamless journey – joined-up onboarding and servicing to reduce friction.
Long-term confidence – with a stable, established company offering real scale.

The result: reliable customer experience that supports your trusted relationship.

Total control and flexibility
Institutional-grade custody, dealing and investment management tools, with flexible commercial terms and the tools to shape your proposition and client experience.
A seamless client experience
Fully branded portals and smooth online onboarding delivery, so clients experience your brand at every stage.
Scalable by design
Flexible legal and commercial structures that let you grow and adapt to serve new client needs, without adding complexity.
Trusted support
Dedicated implementation, custody, trading and tax-wrapper support, from teams who understand wealth managers and their clients.