Adviser platform
You advise.
We automate the rest.
Seamless integration between CRM, portfolio management, and client reporting in one platform.
Built-in compliance
Compliance tracking tools to help keep you audit-ready
Rapid deployment
Get started with proof-of-concept integrations and no upfront implementation fees
Streamlined processing
Workflows designed to reduce manual data entry and the risk of operational errors
* Model Office Ltd (2024) Cost of Compliance Benchmark Report 2024
The platform
Less admin. More advising.
ADVISER-LED ONBOARDING
Paperless onboarding makes it easy to say ‘yes’.
A fully digital, adviser-led onboarding journey.
Generate compliant proposals with detailed risk assessments and cost breakdowns.
Pre-populate forms on behalf of your clients to streamline the closing process.
Secure agreements with end-to-end encrypted e-signatures via WhatsApp.
BOOK OF BUSINESS
Your whole book.
One clear view.
One clear view.
A fully digital, adviser-led onboarding journey.
See all accounts linked to each client with quick access to detailed account information.
Toggle between advisor view and client-facing portal to see exactly what your clients see.
Leave private comments and notes on any client that remain invisible to the client but visible to your team.
REPORTING
Consolidated reporting. Deeper insights.
Client reviews and regulatory obligations generated on demand.
Valuations, cost & charges reports, and statements available on demand in-portal.
Adviser dashboards for fee transparency and book-level oversight.
Regulatory reporting (CASS, MiFID II, FCA returns) handled by our reg reporting team under our FCA wrap.
OPERATIONS & WORKFLOWS
Manage and track client processes.
A clearer view of every step in the client lifecycle.
Full operational history per client, from first onboarding through to ongoing servicing.
Visibility across active workflows, helping to ensure nothing gets overlooked.
Organise workflows by type with customisable categories for your business.
Opus - portfolio management system
One portfolio management system, every market
Global market access meets institutional-grade portfolio management tools.
One - agency execution
The IFA platform for today's investor
Outsource your dealing desk and get professional trading power at a fraction of the cost.
