Cooper Parry Wealth has launched an in-house investment platform powered by Seccl.
The platform, CP Accelerate, includes a technology-led client portal. The financial planning firm said it expected to have about £300m of assets on the platform by April. The new platform will also be one of the first to benefit from the Moneyinfo and Seccl integration, which launches in the next few months. The ongoing platform charge will start from 0.15% for the first £2m, tiering down to 0.01% for assets of more than £10m. Since its launch, Cooper Parry Wealth said its in-house platform team has seen the average time to complete a client's end-to-end transfer fall by a week com...
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