History & Innovation

Leading from the start

Innovation is in our DNA

Through technology, we have taken a highly complex and time-consuming process and simplified it. We’ve taken a revolutionary approach to building an investment platform for advisers. Our platform solution is so good that it’s grown in usage across the globe to almost 1,000 financial institutions and over 500,000 investors. Since 2001 we have crafted and optimised our technology in collaboration with you, financial professionals, the users of our tech to build the ideal next-generation platform that provides a great client experience.

Tried and tested technology, investing
in continued improvement

Owning our own technology means we can adapt as the advice landscape changes and develop as your needs evolve. Listening to you is key to determining where we spend our time. Robust feedback loops allow us to hear directly from you, efficiently turning insight into useable product features and enhancements.

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