Portfolio Consolidation
Bring together investments from multiple providers into one clear view. See your total portfolio allocation across asset classes, countries, and sectors in real-time.
Investment Platforms
The best investment platforms bring everything together in one place, making it easier to manage your portfolio and understand what you own.
As with all investments, the value and the income generated can fall as well as rise. This means you may not get back what you originally invested.
The performance of your investment will be reduced by the effect of charges, including platform charges, adviser charges, fund manager charges and tax wrapper charges.
This information is for guidance only and does not constitute financial advice.
Investment platforms guide
When managing investments feels like a paperwork nightmare
You started investing with good intentions – ISA here, pension there, maybe some shares elsewhere. Now you’re drowning in statements from different providers, struggling to understand how everything fits together, and paying charges you can’t even track. Investment platforms solve this chaos by bringing all your investments under one roof with transparent pricing and clear reporting.
Types of platform services available:
- Investment account consolidation bringing ISAs, pensions, and dealing accounts into one login
- Comprehensive portfolio reporting showing exactly what you own and how it’s performing
- Wide investment choice including shares, funds, bonds, and ETFs from major providers
- Tax wrapper management keeping ISAs, SIPPs, and taxable accounts properly organised
- Transparent charging structures with clear annual fees instead of hidden costs
- Research tools and fund information helping you make informed investment decisions
Having everything in one place means clearer reporting, easier portfolio rebalancing, and simpler tax planning. You’ll finally understand what you actually own and how it’s performing.
Platforms typically charge annual percentage fees or flat monthly fees, making costs predictable and transparent. This replaces the complex charging structures of traditional investment products.
Modern platforms offer thousands of investment options from shares and funds to bonds and ETFs, often at lower costs than buying direct from fund managers.
View all your investments through secure online portals and mobile apps. Track performance, make changes, and access research tools whenever you need them.
Common investment platform features and benefits
Tax Wrapper Management
Keep ISAs, pensions, and taxable accounts properly organised with clear reporting for tax purposes. Platforms ensure you don’t accidentally breach annual allowances.
Research and Analysis Tools
Access professional research reports, fund factsheets, and performance analysis tools that would typically cost hundreds of pounds per year if purchased separately.
Regular Investment Plans
Set up automatic monthly investments to build wealth gradually. Platforms handle the administration while you benefit from pound-cost averaging over time.
The value of your investments and any income from them can fall as well as rise. You may not get back the original amount you invested.
How we help
We understand that financial decisions feel heavy because they affect everything that matters to you. Our job is to make them lighter, clearer and easier.
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Find the right platform for your portfolio
We'll help you understand platform options and choose one that makes managing your investments easier, not harder.