Portfolios, Custody & KYC, All Over API

Award-winning financial planning and investment management app Rosecut gives its users access to the knowledge they need to plan for the future. They use our API to offer a range of investment products.

How we helped

Rosecut wanted a solution that was low-friction and easy to implement, enabling them to offer their customers a financial planning and investment service that offers both General Investment Account (GIA) and Individual Savings Accounts (ISA).

Alongside using us for client onboarding, they also take advantage of our powerful portfolio management tools and wider platform to offer users a range of different portfolios, with different asset and risk weightings.

Technical Specifications  ⇢


We’re a fully licensed custodian for client money and assets in the UK. Cash and securities are held at tier 1 banking and sub-custodian partners.

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Portfolio & Order Management

Seamlessly manage models, programmatically rebalance, track performance data, manage fee accrual, model drift, and more.

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Account Wrappers

Access a range of UK tax wrappers and accounts tailored to fit your customers needs including ISAs, GIAs, SIPPs, and JISAs.

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User Onboarding

Onboard your users with ease, with tailored onboarding flow rules, questions to cover risk and suitability, and automatic KYC and AML checks.

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Ready to get started?