PREDICTABLE TECHNOLOGY

While working with clients, the last thing you want are platform problems, so our reliable, proven platform technology in association with FNZ could be just what you’re looking for.

FROM BUILDING WEALTH TO MAKING IT LAST

Whether your clients are looking to grow their wealth or make it last into their retirement, our platform’s rich functionality makes it suitable for a broad range of client types.

GIVING THE REASSURANCE YOU NEED

With your client’s financial future at stake, our commitment to the UK adviser market and our platform provides the dependability and administrative capabilities you expect and need.

CHARGES AT A GLANCE

Fees, charges, costs and more with our structure guide.

Easy to understand charges – at a glance

EFFICIENCY AND SECURITY

Control who sees what on the platform within your business and decide which of your clients would benefit from accessing their Portfolio online through our mobile optimised portal.

CHOICE AND CONVENIENCE

You’ll enjoy access to over 3,600 funds, 35 DFMs and UK-listed securities such as ETFs, investment trusts, equities, gilts and bonds. Allowance ISA trackers, IRESS data integration, two-way integration with Intelligent Office and Distribution Technology and phased investment capability combine to make your job much easier.

FEATURES MADE FOR YOU

Whether moving and managing cash or integrated client reporting, our platform gives you everything you need to support your clients every step of the way.

You’ll also have a suite of tools from EValue and FE, supporting financial planning, at your disposal.

GET IN TOUCH

If this all sounds good, contact your Account Manager on 0345 607 2013 or speak to our dedicated Platform Adoption team on 0345 266 1988 to start writing business with us.

FAMILY DISCOUNTS

We offer charge discounts through a family linking facility for three generations of family members and we pre-fund everything we possibly can, including client withdrawals.

FOR YOU AND YOUR CLIENTS

Your clients are yours alone; we will never proactively market to your clients. Instead we endeavour to ensure you can deliver on your promises.

CHARGES AT A GLANCE

Fees, charges, costs and more with our structure guide.

Easy to understand charges – at a glance

TAILORED SOLUTIONS

From technical queries to troubleshooting the platform, our specialist team are ready to respond quickly and effectively.

BUILDING VALUE

With regular adviser-led round-tables, CPD-accredited events and structured training, we strive to get you the best possible value at all times.

GET IN TOUCH

If this all sounds good, contact your Account Manager on 0345 607 2013 or speak to our dedicated Platform Adoption team on 0345 266 1988 to start writing business with us.