Tech review: The no frills platform that does exactly what it says on the tin

NO FRILLS

clock • 5 min read

The lang cat's Mark Polson takes a closer look at a platform thriving without the bells and whistles of some of its competitors…

Welcome back. I'll start this residency properly with a look at a platform provider who straddles the direct to consumer (D2C) and IFA spaces. Our subject is Alliance Trust Savings, who exploded into the trade press headlines recently, topping the leaderboard with titans Hargreaves Lansdown in The Platforum's D2C report. So how did the Dundee minnow do it, and how does its technology offering measure up? To start with, it does it by not being a minnow. Alliance Trust has £6bn under administration, with £3bn sitting on the Alliance Trust Savings (ATS) platform. That's scale that deserv...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

Why the integration of AI in financial advice should focus on workflows, not wow‑factor

Why the integration of AI in financial advice should focus on workflows, not wow‑factor

'The biggest demand is not for more insights, but for less administration'

Mark Rendle
clock 31 March 2026 • 4 min read
Could a Linkedin AI platform be financial advisers' 'best kept secret'?

Could a Linkedin AI platform be financial advisers' 'best kept secret'?

Calm Authority built by financial planners for advisers

Sophia Panayi
clock 30 March 2026 • 3 min read
AI in financial advice starts with data that's fit for purpose

AI in financial advice starts with data that's fit for purpose

'The firms that benefit most from AI will be those that fix their foundations first'

Luke Miles
clock 26 March 2026 • 4 min read