Your needs evolve with your clients’. So we keep evolving too.
We are always looking for ways to improve our platform and make it even easier to use.
V2.0 website
- Intuitive and user friendly, the V2.0 website allows you to perform multiple actions from one screen
- Easily find the information you are looking for by using the search, filter and sort options on each page
- Data download options are available across the whole website, so you can export a range of client information into a CSV or PDF file
A series of user guide videos has been created to help you to use and navigate the website’s functionality: take a look.
Online change of bank details
- Update the nominated bank account your client uses for all withdrawals and payments.
- Instant bank account verification lets you know if we require any further information.
- Avoid payment delays by checking if your client’s bank account is verified before requesting income and withdrawals.
V2.0 Client onboarding journey
- New business applications, fund-specific illustrations and the pre-sale costs and charges disclosures are combined into one cohesive journey.
- Single point of entry means no need to input the same client data in different places, saving time and reducing the chance of errors.
- All key documents, such as KIIDs, illustrations, forms, KFDs, and T&Cs, are provided within the onboarding journey.
- The new ‘Onboarding dashboard’ makes it easy to find and resume paused applications; there’s no need to wait until you have all the client information before you start an application – just submit the data at your convenience.
Transfers
- Initiate an automated message through Origo that will start the process, request money and complete the transfer with no need for user interaction
- Use the transfer tracker to view the status of ongoing transfers
Dealing
Buy and sell
- Easy-to-use, intuitive new layout
- Instruct straightforward one-off proportionate disinvestments
- Collate multiple trades into one transaction for a more streamlined approach
Dealing
Bulk dealing
- Save time by bulking together instructions for two or more clients
- No dealing charge
Dealing
Fund switch
- Mitigate risk with our straightforward switch method
- No dealing charge
Dealing
Regular dealing
- Reduce workloads with automated regular investments and disinvestments
- No dealing charge
Dealing
Dealing dashboard
- Quickly view the status of your clients’ purchases
One-off investments into models
- Invest your clients’ funds using their model portfolio allocation, all within a few clicks, using the V2.0 dealing tool.
- All deals are made free of charge.
- Perfect for when you are phasing clients into the market or investing new contributions and subscriptions.
This short video walks you through the procedure for placing deals within a client’s account, and explains how to instruct multiple buys.
Third-party MPS
- Access managed portfolios from a selected panel of Third-party MPS providers
- Link client accounts via the bulk dealing and model portfolio tools
- Can be used in conjunction with all other platform functionality
Multiple F&SS accounts for ISAs
- Open up to four advised Funds & Shares Service (F&SS) accounts, plus an XO account for the client, all under a single ISA
- Easily distinguish between accounts by adding a custom label that is only visible to the adviser
- Use each ISA F&SS account as part of your investment strategy, e.g. linking different model portfolios to each account
- Segment investment strategies within the ISA and allocate funds more directly between the accounts, e.g. income and growth
Flexible ISA – V2 ‘Money In’ tool
- See an overview of all your clients’ ISAs and how much subscription allowance they have remaining, after taking any withdrawals into account
- Easily sort and filter your client list, with the option to export it into a CSV file
- Initiate new ISA subscriptions straight from the tool
Cash management
- Set up and manage regular disinvestments, either for an individual stock, or proportionately across the whole portfolio of eligible assets
- Create one-off and regular cash movements to transfer any available money between the SIPP cash account and the Funds & Shares Service cash account, or vice versa
- View a summary of transactions in and out of your clients’ accounts, including overdue transactions which have not been processed due to insufficient funds
- Regularly invest on your clients’ behalf via our RIA, SIPP, ISA, JISA or GIA on a monthly basis, without incurring any dealing charges
Adviser branding
- Add your firm’s branding to our platform, reports and client mobile app.
- Simply upload your firm’s logo, choose your border and colour scheme, then press save.
- The preview screen lets you see what your branding will look like across our website, reports and the client mobile app.
Reporting
- Create branded standard or bespoke reports for individual clients or groups of clients
- Create point-in-time valuation reports for individual and multiple accounts at client level. SIPP valuations include Funds & Shares Service assets, as well as investment partner and off-panel holdings
- Capital Gains Tax reporting includes accrued losses and gains in the current tax year, and allows you to input gains and losses made elsewhere or carried over from previous years
- Portfolio x-ray enables you to quickly analyse the asset allocation, stock sectors and underlying holdings that make up a portfolio
- Pension income report lets you view PCLS and income payment information within a set date range
- Adviser charges reporting allows you to view charges for a particular date, or within a range of dates of your choosing
- Generate reports on the investment performance of your clients’ accounts or portfolio over a selected period, against a selected benchmark(s)
CGT calculator
- User-friendly dashboard showing profits / losses, taxable gains and any remaining allowances for all your clients.
- Signposting to any calculations that have been impacted by missing book costs.
- Downloadable information that can be saved into a CSV file.
- Dealing straight from the CGT calculator, for example when making proportionate sales.
Withdrawals and closures
- Request online withdrawals any time, even before cash becomes available, and we’ll make the payment once your clients’ cash has settled.
- All online withdrawals are made via straight through processing.
- Set up regular and consolidated natural income payments and also amend or delete them online.
- View your clients’ nominated bank account details, and identify which ones need updating or verifying.
- Request closures online, and let us send your client’s closing balance to their nominated bank account.