A More Powerful Investment Platform

Please note this blog post was published over 12 months ago and so may not include the most up-to-date information, for example where regulation around investing has changed.

Since the end of 2016, our expert team of 35 in-house developers have been working around the clock to build and release our new investment Platform.

One of the major challenges we faced was increasing speed and efficiency whilst preparing to dramatically scale up capacity. In short, the Platform had to perform better under greater demand.

To achieve this, we adopted the latest technologies available, ensured they were future-proof and automated as many tasks as possible.

Thanks to this approach, we have been able to improve our speed of reconciliation, reducing the time it takes to process two sets of records from hours to a few minutes.

We have also improved the generation and automatic consumption of payment files, banking information and trade requests. Both clients and advisers will benefit from faster and more accurate task completion, streamlined processes and less administration.

The True Potential Platform is also built to be able to cope with our sustained growth.  Today, we have close to £8 billion worth of client assets, so scalability is crucial for the Platform’s ongoing success.  We’re confident that we have the systems and processes to be able to onboard millions of clients and billions of assets.

By controlling the core functionality ourselves, we have built an investment Platform that is more powerful than ever before.

With investing, your capital is at risk. Investments can fluctuate in value and you may get back less than you invest. Past performance is not a guide to future performance. Tax rules can change at any time. This blog is not personal financial advice.

Personal Finance