Söderberg & Partners launches adviser platform
07 November 2023 Sweden
Image: Golden Sikorka
Söderberg & Partners has launched an adviser platform in an effort to increase business efficiencies for financial advisers.
Powered by technology company Seccl, the new platform provides instant deposit and auto-investment functions to achieve investments and contracted settlement for faster switches.
It also offers cash management with no minimum balance required and a multi-model approach that allows advisers to hold various investment strategies in one wrapper.
The platform also enables advisers to charge full flexibility on fees and family linking prices that do not require documents or signatures.
Seccl powers a range of advisory businesses along with other financial services brands.
Nick Raine, CEO of Söderberg & Partners’ UK business, comments: “We want to reduce the administrative burden on advice firms so they can concentrate on helping their clients and save money. With this launch, we are looking to our Nordic roots for inspiration, and to learn lessons about how we can improve adviser-to-administrator ratios to make advice more efficient. Our overall aim is to reduce the cost of advice and support advisers to deliver better service to end clients.”
David Ferguson, CEO of Seccl, adds: “Söderberg & Partners are as passionate as we are about bringing true efficiency and connectivity to advice firms, and have a clear ambition to bring change to the industry by doing things better. With our hyper-efficient infrastructure, Seccl’s embedded investment platform is perfectly placed to deliver this, helping advisers grow their businesses and deliver better outcomes for their customers.”
Powered by technology company Seccl, the new platform provides instant deposit and auto-investment functions to achieve investments and contracted settlement for faster switches.
It also offers cash management with no minimum balance required and a multi-model approach that allows advisers to hold various investment strategies in one wrapper.
The platform also enables advisers to charge full flexibility on fees and family linking prices that do not require documents or signatures.
Seccl powers a range of advisory businesses along with other financial services brands.
Nick Raine, CEO of Söderberg & Partners’ UK business, comments: “We want to reduce the administrative burden on advice firms so they can concentrate on helping their clients and save money. With this launch, we are looking to our Nordic roots for inspiration, and to learn lessons about how we can improve adviser-to-administrator ratios to make advice more efficient. Our overall aim is to reduce the cost of advice and support advisers to deliver better service to end clients.”
David Ferguson, CEO of Seccl, adds: “Söderberg & Partners are as passionate as we are about bringing true efficiency and connectivity to advice firms, and have a clear ambition to bring change to the industry by doing things better. With our hyper-efficient infrastructure, Seccl’s embedded investment platform is perfectly placed to deliver this, helping advisers grow their businesses and deliver better outcomes for their customers.”
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