We call it our Investment Platform service, but that really doesn't do it justice. This is a comprehensive, whole-of-market, custody, trading, technology and back-office outsourcing service. On top of all that, it gives you the ability to launch your own, white-labelled d2c investment platform across all asset types.
Using our own market-leading wealth management software, Tercero, alongside our experienced operations team, we offer a tailored solution for you and your clients. You have access to Tercero to manage clients, rebalance portfolios and review our sophisticated client and tax reporting. Your clients have customisable online access to view, pay and trade. If that’s not enough, we also have an offshore service, courtesy of our Jersey subsidiary, giving you all the above plus the benefits of offshore custody.
We’re authorised and regulated by the FCA and take on all CASS responsibilities. We’re also HMRC-approved ISA managers, members of Crest and the LSE.