It's our mission to offer a new platform model that champions automation, self-service and a delightful user experience

We've rethought what an investment platform is from the ground up; how it should look and operate. We designed and built our platform for those who want to focus on their clients with everything else running smoothly in the background. For those of you who want to get more done, quicker.

Platform One isn't just a regulated platform provider. It’s a technology company. By being both, we provide financial advisers, and other companies in the wealth management space, more freedom, strong security and access to a wider range of features. Whether you're after a wrap platform for your clients or pure technology to offer your own solutions, we’re here to help.