Everything you need to manage your clients on one easy system

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Standard

Branded

Split

Platform Provision

Branding

Yours

Yours

Customer support

Yours

Fee structure

BPS

BPS

Split

Simple to use. Feature rich.

Platform One's tools help you cater for even the most complex cases. We offer a forward-thinking solution for advisors and their clients.

Integrations with back-office apps

Complete audit of all communication & activity.

Countless classifications and custom segments list.

API integrations with back-office providers (Intelliflo, FinPlan)

Advisory tools

ATR, illustration and cashflow planning tools.

Integrations with 3rd party solutions.

Tax wrappers

Range of in-house and 3rd party wrapper types available.

GIA, Trust, Corporate & Charity

S&S ISA, Junior ISA & Flexible ISA

Third party SIPP, SSAS & Offshore Bonds

Diverse products

10,000+ funds, ETFs and stocks

20 DFMs inc AIM based models

5 VCTs, EIS/SEIS & more for tax planning and IHT relief

Various structured products on offer

Portfolio Management

Build adviser models

Download MI

Access DFM MPS

Digital experience

That's not all. We have a wide range of tools to help enrich your digital experience.

Paperless & signature-less applications
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Comprehensive performance charts
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Automatic rebalances & model trading
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Sales & service dashboards

Transfer dashboard
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Retail client portal

Offshore

Full offshore wrap platform available for IFAs and clients in Europe and rest of the world.