Everything you need to manage your clients on one easy system

Platform One is a forward-thinking solution for advisors and their clients.

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All the features from the industry, on one platform

Did you know that there are only a handful of platform providers that truly own their technology? We own ours, which gives us full control over adding new features, when you need them. This means that we can give you the most personalised experience possible.

Fast
Onboarding
Diverse
Products
Offshore
Accounts
Built-In
CRM
White-
Labelling
Complete
Reporting
Countless
Add-Ons
Multi
Currency

Self-service, digital experience

Create clients, submit applications, open accounts, request assets, manage investments and more, without needing to contact us.

Automation

Set up auto-investment strategies for a range of cash transactions and automate fee collection, reporting and more. Almost all trading and transfer requests are now automated internally, to remove bottlenecks and create the smoothest client experience possible.

White-labelling

We understand that maintaining a strong and trusted brand for your clients is important. Platform One offers a full white-labelling service, from simply attaching your branding to the platform to providing the core technology and infrastructure required for you to build your own.

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Impressively diverse product range

We provide access to a range of tax planning and alternative investments to suit all clients, including High Net Worth clients. Request new products with the click of a button.

Our Partners

Join our journey. We are building an amazing platform, just for you.

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