The New Standard
in Global Investment

Every adviser firm is unique. So is every client. We combine service excellence, technology and tools for exceptional client outcomes.

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Let Our Technology Take Your Business to New Dimensions

We combine the latest in platform technology, digital functionality and management information to ensure we are always Treating Customers Fairly. Coupled with our unwavering commitment to first class customer service and our ongoing passion for excellence, ensures that we are continually expanding the frontier of intelligent digital wealth management.

Impeccable Client Management

Online Portfolio Valuations
Performance Reporting
Management Information Reporting
Simplified Dealing
Unified Operations Dashboard
Fees and Charges Reporting

Your Account
Your Choice

Choose the account type that’s right for you.

Everyone from corporates to small investors feel at home at Universal Platform.

Truly Open Arcitecture

Within your Universal Investment Platform, you can hold investments such as:

• Unit trusts

• Loan Notes

• OEICs (Open Ended Investment Companies)

• SICAVs

• UCITS (Undertakings in Collective

Investments in Transferable Securities)

• Structured Notes

• Direct Equities

• Direct Corporate Bonds

• Government Backed Securities

Full Customer Experience Service

Provide your clients with a window into their investments, including a deep dive into underlying holdings.

Show up-to-date market valuations, additions and withdrawals, asset and portfolio performance data.

Have their statements, research and reports delivered electronically.

Give them 24/7 access to their information

Unprecedented Velocity. Impeccable Reliability.

Our goal at Universal Platform is to help entrepreneurs turn their own ideas and visions into successful companies. Since 2014, we’ve helped great ideas turn into profitable businesses that make an impact in their industry and beyond. We invest in our companies for the long haul and understand that success takes hard work, dedication and sheer perseverance. We give our partners personal guidance from the very first stages and provide them with all the resources and expert advice they need to turn their visions into disruptive reality.

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