The intuitive investment platform

Manage your clients with our wrap platform or license our tech to offer your own solution.

Trusted Companies

Feature rich

Simple to use. Platform One's tools help you to cater for even the most complex cases.

Speedy
Account Opening
Built-In
CRM
Brand White
Labelling
Complete
Reporting

Purposely built for financial advisers in the UK & abroad

Platform One has clients all around the world and we provide a range of solutions for IFAs both in the UK and overseas. All client accounts are displayed in one place making your life easier.

Get Started

Feel confident with 100% in-house technology

Use our off-the-shelf platform services
Add your branding and styling
License our technology
Get Started

Impressively diverse asset product range

Asset availability is important. As a whole of market platform we endeavour to provide access to the products that your clients need including standard assets, tax planning wrappers and alternative investments.

Integrations

As we strive to simplify your workflows, we keep adding useful integrations between our platform and the other tools you use most.