The Platform

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 £70+ 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.

Reporting types

Comprehensive digital reporting, online & mobile, to suit both you and your client.

Client Reports

From capital gains tax reports to current valuations, the client reports generated from our suit are ready-to-use for client meetings, to export or download.

  • Portfolio breakdowns, performance reporting, both discrete and cumulative
  • Fund performance
  • Monthly statements, quarterly and waterfall reports

Adviser 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


Management Reporting

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

Pricing structure


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

Asset Availability

Our Platform offers a comprehensive range of funds and other securities. Use our search filter below:

If you cannot find a fund or an asset you are looking for, you can request for that asset to be made available on our platform. We will liaise with the Fund Manager or appropriate party for its inclusion online.

Our fee structure

Portfolio Value

Up to £1,500,000

Portfolio Value

Between £1,500,000 and £2,000,000

Portfolio Value

Over £2,000,000


  • Tavistock ISA/JISA
  • Tavistock GIA
  • Crystallisation event for SIPP
  • Investing in funds, OEICS and Unit Trusts

Other charges

Tavistock SIPP (accumulation)

£70+ VAT per annum

Tavistock SIPP (decumulation)

£190+ VAT per annum

Investing directly into equities or ETFs

0.035% (capped at £3.50)

Contact us today to learn more about our platform

If you have any questions, need more information or want to register with our platform, contact us below:

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