Platform

 

Designed by advisers, for advisers

Fully independent, open architecture platform with a wide range of tax wrappers and over 6,500 assets.

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transactions a minute
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client account deals each month
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ceding schemes transferred from each year

Narrate

Narrate is our portfolio reporting tool, enabling you provide in-depth information on up to 300+ potential transactions. Narrate harnesses the rich data set of the platform to deliver an intuitive, interactive, customisable set of reports that no other platform offers.

“The people who use the platform are the people who help shape its development, which means the things that get built and added to it are the ones that end users want – not the ones that are nice bells and whistles to attract new advisers.”

Huw Jones, director, Proposito Financial Planning

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“Our role is to make advisers’ lives better. We do that by creating the technology and operations that enable them to make their businesses more effective – so they can deliver excellent advice and services, now and in the future.”

Andrew Smith, chief technology officer