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
Value
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.
Choice
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.
Simplicity
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
Transparent
Pay exactly as expected with our clear fee schedule
Flexible
Investing and switching into funds at no extra cost
Competitive
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:
| Fund Name | ISIN | SEDOL | Buyable | TER | Initial Charge |
|---|---|---|---|---|---|
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
Benefits
- 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)
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.
