Willingness to recommend
About the provider
We’re an investment and technology solutions business that supports financial advice firms in the creation and operation of a centralised investment proposition.
Our proposition is founded on the seamless integration of three key disciplines; discretionary investment management, platform administration and intuitive technology. All of these enable us to reduce operational risk for advice firms and improve their profitability through greater efficiencies. In turn, they’re able to deliver a streamlined client experience, enhanced by our easy-to-use technology.
For those Advice businesses seeking higher levels of control, we have different levels of partnership, which include the ability to collaborate on bespoke solutions, providing administration and technology services to organisations with their own discretionary permissions as well as offering access to third party DFMs.
Leave a review
Reviewing this product couldn't be easier – just a simple two-step survey. Ready to go?
Preservation Capital and Asset Co.
Integrates One Way
Integrates Both Ways
Adviser Office (IRESS)
O&M Life and Pensions Ltd
Plum Software (a Morningstar company)
True Potential Adviser Services (CRM)
No integrations available for Cash Management
No integrations available for Cashflow Modelling
No integrations available for Client Portal
Best Practice / Creative Technology
No integrations available for Risk profiling and suitability