Seccl

We’ve integrated with PortfolioCloud and we couldn’t be more excited! Now, Seccl-powered platforms can integrate PortfolioCloud’s technology into their existing platform workflows – providing their users with sophisticated tools for advanced portfolio management. It’s a great example of how APIs can allow for best-of-breed tools to be quickly and seamlessly integrated. This is the new normal. And we’re powering it. “We were impressed with PortfolioCloud’s model management capabilities and their ability to integrate quickly using our API. This allowed us to bring a best-of-breed DFM solution to market while freeing up our own internal development teams. It’s another integration we’re proud to bring to market – and another demonstration of how genuinely API-first technology can rapidly and cost-effectively transform experiences for the better.” James Holmes, chief commercial officer, Seccl.

With our software and services, it’s never been easier to build your own investment platform, and all in record quick time. Just ask Octopus Money… No sooner was its Seccl-powered platform up and running, than we’d completed the complex migration – onboarding £160 million in a single day, bulk creating no fewer than 12,000 accounts and carrying out 142,000 individual transactions. Check out the full case study to find out more https://lnkd.in/egqXt45T

Thinking of launching a new investment platform – or embedding an investment proposition within your existing client experience? Then you’ll need to get your regulatory house in order. It’s a complicated area, but we hope our introductory guide to the ‘what’ and ‘how’ of platform permissions will help. In it, you’ll find out what permissions you'll likely need – along with the pros and cons of acquiring them yourself, or becoming an Appointed Representative. Plus, some useful tips on how to submit your application to the FCA thrown in for good measure. https://hubs.ly/Q02BL7nj0

Introducing our next charity partner: Aid Box Community Who are they? Aid Box Community offers a warm welcome to people seeking asylum in Bristol, providing vital support and help accessing living essentials, emotional support, recreation, shelter, community, legal advice, health care and employment.    How are we helping? Last year, Aid Box Community used the £10,000 Octopus Giving grant (donated on behalf of Seccl) to turn its new premises into a welcoming hub. Secclers have also lent their IT expertise, rolled up their sleeves and decorated, and volunteered as befrienders. As well as helping in the RefuTrees Christmas tree pop-up shop. You can find out more about Aid Box Community’s important work here https://hubs.ly/Q02BLBv80

Since its 2023 launch, Octopus Money has set out to offer fast, flexible and friction-free financial advice.  And, with our embedded investment infrastructure at its core, it’s doing exactly that! Building on top of our software and services, it’s delivering the kind of joined up, fully integrated online journey that’s only possible with our (genuinely) API-first approach. And the numbers, well they speak for themselves…

At Seccl, we're proud to make employee development a key part of our company culture. In fact, we’ve just made it onto Great Place To Work UK's brand-new list of the UK's Best Workplaces for Development 2024! So, if you’re looking to add rocket fuel to your career, why not check out our open commercial, engineering and operations roles and come join us… https://hubs.ly/Q02B5hB40

We loved spending time with our adviser users at Octopus HQ earlier in the week! Our user sessions are regular gatherings to discuss what's important to our users, hear their feedback first-hand and update them on our plans. Hot topics included integrations, future tech stacks (and how to get there) set up by a short history lesson on 90s punk bands from Adam Jones 😀 Thanks to all who joined us and provided insightful contributions to the session! JustFA - More than a platform, Cooper Parry, Timeline, Söderberg & Partners, Marlborough, Volta

Calling all advice and wealth business leaders...join us live on LinkedIn to talk innovation post Consumer Duty!

Another month, another Seccl milestone... In May we saw a 105% increase in assets year-on-year, and our year-to-date inflows are up 112%, too. Our team (and tech) have been working hard on behalf of our 180,000 investors. So far this year we’ve handled 136,000 transactions for every member of our Ops team, and over 191 million API calls. And, to top it all, we’re beyond excited to be powering Timeline's new embedded investment platform! June, we’re ready for you …

The year is 2030. A new breed of fully digital infrastructure provider has allowed investment propositions to be embedded agnostically and affordably into almost any user journey. These embedded platforms meet planners where they work – everywhere from CRMs to cashflow modellers, DFMs to risk profilers – creating a streamlined adviser and client experience that's faster, more efficient and cheaper, too... In his latest Money Marketing article David Ferguson explains why we’re at a pivotal moment in the transition of the platform industry. And that this connected utopia is closer than you think (just ask Cooper Parry, Söderberg & Partners and Timeline). Read the full article to find out more https://hubs.ly/Q02zg1dn0