Everything you need to manage your clients on one easy system
Platform One is a forward-thinking solution for advisors and their clients.
Oops! Something went wrong while submitting the form.
Platform One is a forward-thinking solution for advisors and their clients.
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.
Create clients, submit applications, open accounts, request assets, manage investments and more, without needing to contact us.
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.
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.
We provide access to a range of asset classes and tax planning solutions. Request new products with the click of a button.
