All in one wealth management solution

Let Platform One’s forward thinking tech support your growth plans

For Platforms

Launch your own platform using our tech stack

Full platform capabilities

CASS compliant

Reporting capabilities for you, IFAs and retail clients

Multiple 3rd party integrations including brokers & back-office apps

For Adviser Firms

Advisory tools

Portfolio management systems

Front-end portal for IFA and client

Reconciliation engine

Trade aggregation/disaggregation with 3rd party brokers

Integrations with third-party brokers

+ Custom

For Brokerage

Platform for your DFM clients

Trade and investment management solutions

Performance metrics and reporting

Reconciliation engine

Front-end portal for DFM and consumers

Compliance mandates

Integrations with 3rd party custodians

For DFMs

Portfolio management system

MPS & Bespoke model management

Performance & MI reporting

Front-end portal