The digital investment platform developed for you and your clients. We provide a state-of-the-art, simple to use platform, able to service the investment and wrap requirements of both adviser and end client.
About the Platform
With a charging structure starting from just 0.10% for ISAs and GIAs, the platform offers exceptional value for money. Accumulation SIPPs carry an additional flat fee of £60+ VAT per annum.
In addition to our ACUMEN range there are over 5,000 OEICs and Unit Trusts available across ISA, GIA and SIPP wrappers. Combined with various Tavistock model portfolios and individual ETFs, almost every client requirement can be catered for.
Go paperless – 24/7 comprehensive digital reporting suite for both you and your client. Export PDF documents instantly for client reviews and allow the client to track investment performance online or via mobile.
Comprehensive digital reporting, online & mobile, to suite both you and your client.
From capital gains tax reports to current valuations, the client reports generated from our suite are ready-to-use for client meetings, to export or download.
- Portfolio breakdowns, performance reporting, both discrete and cumulative
- Fund performance
- Monthly statements, quarterly reports and waterfall reports
- Monthly statements, quarterly and waterfall PDF reports
As part of the holistic financial advice process, our adviser reporting modules track all client monetary movement in and out of the platform.
- Contributions and Withdrawals
- Recent trades
- Uninvested cash
- Current holdings
The business management reporting suite enables you to manage your clients as effectively and efficiently as possible.
- Advice fees and remuneration
- ISA subscriptions
- E-signature reports
- Incomplete applications
- Investments requiring approval
Pay exactly as expected with our clear fee schedule
Investing and switching into funds at no extra cost
Tiered client fees reduce as investment value increases
Our fee structure
Up to £1,500,000
Between £1,500,000 and £2,000,000
- Tavistock ISA/JISA
- Tavistock GIA
- Crystallisation event for SIPP
- Investing in funds, OEICS and Unit Trusts
Tavistock SIPP (accumulation)
£67+ VAT per annum
Tavistock SIPP (decumulation)
£177+ VAT per annum
Investing directly into equities or ETFs
0.035% (capped at £3.50)
Login to The Platform
Login today and manage all your clients investments in one place. If you would like to join the platform, please contact us with your interest below.