Next Generation Platform

Take the money your clients pay to third-party businesses and turn them into profits for your business without increasing client costs

Set your own pricing
Build a Competitive Advantage
Reduce Your Workload
Dismiss Big Brothers e.g. REs & Custodians
Achieve Scale
Enjoy High Profitability


Better for your clients and your business

Your own Managed Account service

Build (or re-brand) your own asset-based portfolios


Build (or re-brand) your own risk-based portfolios

Unlimited number of clients

Bulk Rebalancing

  • Implement changes across your entire client-base in minutes.

Model Portfolios

  • Separately Managed Accounts (SMA) and Individually Managed Accounts (IMA)

Individual HINs

  • No pooling of client assets. Each client has “legal” ownership and their own unique Holder Identification Number (HIN).

Do you want to…

Learn more about our Direct Platform?

...or maybe see why we are different?

Our team