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