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The platform – which harnesses the latest internet-based online technology in a secure environment - allows Principals, Adviser and Clients to access and manage all invested assets in a single place.

It offers unrivalled whole of market access spanning all major asset classes and other specialist investment solutions, complemented by an extensive range of tax wrappers. Current valuations are available across client portfolios on a real-time basis.

If you are a Succession member firm and would like to register to use the platform, please contact the Platform Services Team, if you are experiencing any technical difficulties with the platform please contact the Succession Support Desk at: or tel: 0345 074 5848.

If you are an end client and you are experiencing any technical difficulties, please contact your Financial Adviser.

The rollout of our new platform is ongoing. If the account you wish to access has not been migrated please continue to log in as usual.

If you need to access the new platform:

  • Login to the new platform