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Company description

We’re an investment and technology solutions business that supports financial advice firms in the creation and operation of a centralised investment proposition (CIP).

Our proposition is founded on the seamless integration of three key disciplines; discretionary investment management, platform administration and intuitive technology. All of these enable us to reduce operational risk for advice firms and improve their profitability through greater efficiencies. In turn, they’re able to deliver a streamlined client experience, enhanced by our easy-to-use technology.


Advice firms that partner with us gain access to a broad suite of investment solutions, each aligned to our proven risk management framework. So, whatever an investor’s needs and preferences, we have a suitable portfolio option. All the heavy lifting of managing a CIP is handled by us and our service model is award-winning - testimony to the quality of our support.

As the world changes and customer needs evolve, advice firms need to adapt. With a long track record for innovation, we’ve been a pioneer in the development of online advice services. We’re able to support advice firms in the creation of multi-channel businesses, offering investors a choice as to how they get their investment advice.

Services available

We offer 19 core solutions to allow for varying client objectives, including Strategic, Tactical, Active, Passive, Ethical, Income, Drawdown, and third part asset allocation mandates including Dynamic Planner (Distribution Technology) and Morningstar SAA mandates. Further to this we manage solutions using Dimensional Fund Advisers (DFA) and Vanguard Life Strategies funds.

We offer a fully integrated award winning service, including DFM, Custodial and Technology services.

All portfolios are multi asset, well diversified and can be mapped to a range of risk providers which are automatically rebalanced.

There are 10 risk grades for every in house solution, allowing for client’s varying attitude to risk and capacity for loss.



Our achievements are recognised by the wider industry and we are proud to have won the prestigious Schroder’s Platform of the Year Award in 2019. Other accolades we received in 2020 include:


Financial Adviser Services Awards 5 Star Best in Platform Category

Financial Adviser Services Awards 5 Star Best in DFM Category

Moneyfacts Highly Commended Best Ethical Discretionary Fund Manager Provider

Moneyfacts Winner Best Online Service

Defaqto 5 Star Drawdown 2020

Defaqto 5 Star DFM MPS Direct 2020

Defaqto 5 Star Adviser Platform 2020

Defaqto Gold Pension Service 2020

Defaqto Gold DFM Service 2020

Defaqto Gold Platform Service 2020


Contact Us

Look up details of your Regional Sales Consultant here, call us on 0117 204 7678 or email us at

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