Platform space to expand as Ascot Lloyd launches new offering

Firm has partnered with SS&C Technologies for its new venture

Hope William-Smith
clock • 1 min read

IFA firm Ascot Lloyd has partnered with SS&C Technologies to launch its own adviser platform.

The advice business today (9 March) said the platform would look to deliver competitive pricing alongside both "client and adviser-centric functionality". Investment director Steven Lloyd said the launch of the platform was "firmly part of Ascot Lloyd's ongoing digitalisation strategy". "Combining our in-house service team with SS&C's technological infrastructure will provide clients with a paperless solution by default, fit for the time," he added. For advisers, the platform will allow for a range of investment solutions to be managed via a portal, while a communication channel wi...

To continue reading this article...

Join Professional Adviser

  • 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 Platforms

Schroders UK Platform Awards 2023: Vote for your favourite platform!

Schroders UK Platform Awards 2023: Vote for your favourite platform!

Awards will be held on 19 September at the London Hilton on Park Lane

Professional Adviser
clock 31 May 2023 • 1 min read
Schroders UK Platform Awards 2023: Leading advisers

Schroders UK Platform Awards 2023: Leading advisers

Join us on 19 September at the London Hilton on Park Lane

Professional Adviser
clock 20 April 2023 • 2 min read
Marlborough launches new platform with 0.20% annual charge

Marlborough launches new platform with 0.20% annual charge

Platform team being led by one of the founders of tech firm Seccl

Hope William-Smith
clock 24 March 2023 • 2 min read