Swedish-based Söderberg & Partners Group has launched an adviser platform, subject to approval from the Financial Conduct Authority.
The platform, powered by Octopus-owned custodian and platform technology provider Seccl and additional providers, aims to "increase business efficiencies" for financial advisers. It will provide an instant deposits and auto-investment function; contracted settlement for faster switches; cash management with no minimum cash balance required so clients can remain fully invested; a multi-model approach so advisers can hold various investment strategies in one place; tiered adviser charging with flexibility on fees; family linking pricing; paperless user journeys with no documents or signatu...
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