What is a Platform?

In simple terms, a platform is an IT solution that allows clients to consolidate their investments and manage these in one place. In reality, a platform is a service rather than a product.

A platform includes the following features:

  • A single fee from the platform across all accounts and transparency of costs
  • Reduced paperwork and simplified administration
  • A wide choice of investment funds
  • Access to tax wrappers with no or low charges, such as ISAs, pensions, general investment accounts, onshore bonds and offshore bonds
  • Consolidated valuations and taxation reports, making holistic financial planning easier
  • Access to online valuations

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December 10, 2020