Platformplus Information

We’re proud to offer the financial advice profession’s only complete end-to-end advice technology eco-system: Platformplus. Designed to make it easy, effective and highly efficient for advice professionals to do what they do best, by combining our four core solutions. Designed by advisers – for advisers, Platformplus streamlines workflows, reduces manual tasks and enhances client outcomes. With customisable modules, industry leading real-time data, and multi-award winning intuitive digital tools, Platformplus empowers advice professionals to scale efficiently and deliver exceptional client service. Rated #1 for adviser satisfaction five years running, our award-winning technology sets the gold standard for innovation and excellence in the market, with no genuine peer. Platformplus unites advice generation, modelling tools, compliance management, investment management and revenue management into a seamless, end-to-end solution.