Platform One tested bespoke wrappers, complex decumulation, and HNW servicing against its operating model to ensure full client spectrum coverage.
Published
Signal category
Products & Services
Quote
“From an operations seat, that rings true. Bespoke wrappers, complex decumulation, HNW servicing that doesn't fit a standard workflow -¹ that's where controls, capacity and the operating model are actually tested.”
— Joachim Miller|Platform One team
Company
Platform One
We're bringing intuitive technology to the platforms space!
- Industry
- Financial Services
- Location
- London, GB
- Company size
- 71 employees
Platform One is an FCA regulated investment platform for wealth managers, financial advisers and their retail clients, both in the UK and Offshore. We're a growing player in the FinTech space. Our platform focuses on exceptional user experience and intuitive technology, also providing our clients with access to a wide range of financial products and services. Over the past two years, the company more than doubled its assets and is continuing to experience exponential growth. With a focus on technology, we offer clients multiple packages, including managed services, SaaS and white-labelling, licensing, and more. At the end of 2018, the Group merged with a technology provider Roxy Capital, the founders of which are now leading the revamped company as CEO and CTO. We are always on the lookout for great talent. If you are keen to be part of a growing and disruptive team, please get in touch!