For consolidators, wealth managers and large adviser groups that measure success in operational margin, delivery and execution, Platform One is the delivery platform that makes complex change land cleanly.
Trusted by 1,000+ UK Financial Advisors
Custody to client = We handle the full chain of a digital wrap platform: custody, administration, tax wrappers, investments, client portals. So whatever structure a consolidator or adviser runs, Platform One covers it end-to-end.
Delivered = Where others get stuck in promises and delays, we actually execute. Onboarding, implementation, migrations, integrations, transfers - we make them land on time.
Our DOIIT framework - Discovery, Onboarding, Implementation, Integration, Transfers - turns working with us into a managed program with accountable owners, milestones and go/no-go discipline. Expect named executive sponsorship on your side and a dedicated project lead on ours. See our delivery approach.
Forms and letters auto-populate from your back office in your language. Instructions feed straight into Altus and Origo. Live statuses stream into your Transfers Dashboard. Chaser emails disappear, cycle times fall, and when needed, we bring Europe’s largest sub-custodians to unblock flows.
That’s how we protect outcomes, reputations, and margins - by making transfers land cleanly, every time.
We expose more data points than peers and pipe them into your front-end. For ops teams that means: no extra logins; no “triple-keying”; fewer “can you send…?” emails; less context switching; and more time on client work. For leadership, that means: fewer headcount hours wasted; fewer operational bottlenecks; and measurable EBITDA uplift.
As part of the DOIIT framework, we integrate into your ecosystem. Control over our IP means we can make your data flow seamlessly - whichever method suits you. We provide APIs and share endpoints on request, but we’ll also connect directly with the wider tools you rely on.
We already support dozens of integrations - from the major back-office CRMs to leading e-signature solutions - and we’ll explore adding any tool you need. So whether you’re running a single back office or a multi-system environment, we’ll make your data flow seamlessly
We don’t work with everyone. We partner selectively - and we say no when the standards of delivery, governance, or resourcing aren’t met. That’s how promises stay kept and reputations stay protected.
Every engagement begins with a scoping workshop: objectives, systems, wrappers, AML/KYC, data flows, and nomenclature - aligning us end-to-end from the start.
If we can’t guarantee delivery or cultural fit, we decline. Expect mutual diligence on governance, team quality, and operating discipline. We’ll ask for an executive sponsor and a named project lead so our DOIIT framework (Discovery, Onboarding, Implementation, Integration, Transfers) runs as intended.
This is how we safeguard outcomes. And how we ensure the right firms succeed with us
Platform One is built to support every client and every structure, from the simplest retail ISA to the most complex family office.
All consolidated on a single platform, delivered with the same concierge approach that defines everything we do.
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AI where it’s fast. Humans where it matters. Chat, email, call - or meet us. We close loops, own outcomes, and protect your team from operational drag. Support is the key to our relationship with you becoming a long-term partnership.
End-to-end wrap capability.
Plug-and-play SIPP for FinTechs and IFAs
Ready to use; onboard clients immediately
When diligence teams test your platform risk, delivery confidence matters. Our proposition is simple:
Strong Delivery → Operational margin goes up → EBITDA improves → Strong Business → Happier Customers.
We’ll map your levers (trading costs, admin time, case throughput, data access) and share calculator-based estimates privately with your team.
We hire for delivery. Our team blends experience from major banks, custodians, and high-growth fintechs with a relentless focus on execution. These are the people who run through walls to make things happen - for you and for your clients.
