We Arrange It
A Turnkey Solution
This really is a 'have your cake and eat it' scenario. We have poured everything into this build to give you a complete, integrated trading platform in a box. There is virtually nothing we can't do, thanks to the deep integration layer via a suite of customisable, RESTful APIs.
Larger clients will benefit from the added security of using SEI as the primary custody layer, as they are a large global custodian offering complete security. In addition, we use Schroders Benchmark Capital for additional tax wrappers such as SIPPs and Offshore Bonds.
For wealth managers, you will be able to customise your own experience with multiple currencies, customisable portfolio strategies, automation, and reporting, all under your own brand.
Our platform uniquely allows family offices to consolidate all family assets in one place, simplifying management and integration with the end client layer. You have the control to appoint your preferred advisers – be they wealth managers, solicitors, accountants, or family employees. With our secure multi-factor login, these advisers can be easily added, ensuring tailored strategies for your family’s specific needs.
We Integrate It
Essentially we can do all of the above PLUS -
Wealth Portal has been set up to facilitate custody integration as a repeatable solution. It's not quite as straightforward as 'shelling peas', but let's say it's easier than solving a Rubik's Cube blindfolded. We're talking about a true project here, led by someone who not only knows their way around a Gantt chart but also aims to enhance the end client experience, rather than just adding another feather to their cap.
In essence, we're like the conductors of an orchestra, mapping our Wealth Portal front-end data to the platform and ensuring it syncs harmoniously with the custodian (the owner of truth). This approach allows firms to carve out their niche and monetise some of the margin, all the while operating their own platform within the realms of FCA permissions.
We recommend this path if you've got a sturdy pair of experience boots and a clear map of where you're heading – the terrain is detailed and dotted with regulatory signposts. If you're up for this adventure, we're more than ready to join forces.
As for Family Office, custody is so cost-effective nowadays that the lavishness seems a tad unnecessary. In fact, the reality is more wallet-friendly than you'd expect: you're likely looking at a flat fee of under £1,000 per year for the family on the whole platform.
And Finally - We Build It!
Right where the rubber meets the road, that's where you'll find us, usually with our sleeves rolled up and ready to tackle the nitty-gritty. If you're a big player and fancy sprucing up your own solutions, why not drop us a line? We're all about transforming grand blueprints into tangible wonders, be it a snazzy new platform front-end or your bespoke spin on the Wealth Portal, replete with your platforms and products.
With a treasure trove of experience, we've learned to distinguish the fine from the fantastic. Think of our consultancy not just as advice, but as a joint venture into the realm of 'what's possible'. Bridging the advice gap isn't just our job – it's our crusade, and we're always game for conversations that ignite a spark of brilliance.