Investment platform

Designed for advisors, built in collaboration. Our industry-leading platform simplifies and enhances your business to help deliver the best financial planning outcome for your clients.
Designed for advisors, built in collaboration. Our industry-leading platform simplifies and enhances your business to help deliver the best financial planning outcome for your clients.

We believe in intelligently deploying technology to help you manage and grow your practice.

With a multi-decade track record in building long-term partnerships with independent financial advisers, we strive to provide you with a smarter, more efficient way to manage your clients’ investments.

Our platform offers a wide range of product and investment choice, flexibility to make changes as your clients’ needs and preferences change, competitive and transparent fees plus the personal service you would expect – and with average management tenure of over 16 years and more than R200bn under administration, we offer the stability you need.

Our industry-leading site aims to make transacting simpler, quicker and safer.

Our proprietary model portfolio software can be deployed to help you focus on investment strategy to achieve great outcomes for your clients.

Long-term partnership with our advisors is a constant, even as we seek to consistently deploy technology to remain industry-leading. We never forget that our business is built on relationships.
David Stronach, Managing Director, Investment Platform

Latest platform feature releases:

01

On-demand statements

02

View Section 14A fee renewals in a convenient calendar format online

03

Edit living annuity income online

04

Enhanced custom reporting from our proprietary Portfolio Analyser, including a one-click client review

05

Embedded functionality to download directly into Excel

 

View our how-to video series

   

Who we are:

Partnering with you:

Platform overview:

Technology is at our core: