Succession Investment Platform

Our platform is a bespoke, open architecture system, offering unbiased access to more than 3,800 funds, as well as a comprehensive range of alternative investment types covering all asset classes and attitudes to risk. It enables business principals, advisers and support staff to select investment solutions that best meet the rigorous demands and needs of wealth management clients, and to manage and review these solutions with complete confidence. The platform is underpinned with the latest internet-based, online technology, offering access across all asset classes, structured products, Exchange Traded Funds (ETFs), direct share and cash facilities supported by a range of tax wrappers. It uses a modern and cost-effective wealth management system which features fully integrated online viewing and dealing facilities provided by one of the UK’s leading wrap providers.

Central to our proposition, the Succession Investment Platform provides:

• Independence from any product provider’s influence as well as independent evaluation of the investment market from leading research and risk management consultants
• Access to innovative investment solutions including the Succession Investment Matrix, as well as unbiased and unrestricted coverage of the investment and tax wrapper market
• Competitive pricing and transparent adviser charging structure
• Adviser access to comprehensive business practice support services, including retrospective reporting to improve liaison with other professionals including accountants and solicitors
• Open IT architecture developed by leading UK wrap provider
• Comprehensive management information suite to inform and support your adviser’s service proposition and underpin regulatory and audit requirements
• Administration efficiencies, allowing more time for advisers to invest in client relationships and good synergy with existing office systems
• Consolidated view of assets, regular statements, plus online access for clients providing real time valuations