Best Online advisor Platform
Service your UK and Offshore clients from one platform. With a wide range of asset classes available, including alternatives. We are provider and product agnostic. And our proprietary technology makes us flexible and responsive.
Rated 5 Stars by Defaqto
why platform one?
Diverse Range of Asset Classes
Access a range of products for your clients, including alternatives.
Product & Provider Agnostic
We’ll engage with DFMs, product providers and SIPP providers, at request subject to due diligence.
UK & Offshore Platform
Manage all of your clients across the globe with one platform.
Proprietary Technology
Our in-house development team makes us fast and responsive to change.
An award-winning
Advisor platform
Users like you named Platform One Best Online Platform. Using our tools, you can easily on-board clients, manage your ongoing advice, streamline your back office, and more—all with the ease of use you’ve come to expect from Platform One.
an established
Team
Led by Clive Boothman, Chairman. Platform One’s management team has established and managed financial services businesses with combined assets under administration of over £20 billion. Their experience in management along with an innovative team of developers has resulted in a rapidly growing Platform Business.
You'll be in good company
It's easy to get started
And even easier to use. Two things everyone loves.