Platform Securities

Create a vendor selection project & run comparison reports
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.

Overview

Platform Securities is a leading provider of value-added outsourced clearing and settlement services.  Our products have specifically been designed to meet the needs of discretionary and advisory wealth managers, retail and institutional brokers, banks and fund managers. Platform Securities supplies a comprehensive business process infrastructure to handle portfolio management, order management, execution, clearing, custody administration and settlement.

Our clients benefit from significant cost and operational efficiencies by outsourcing some or all of their back office operations to Platform Securities. While typically outsourcing all operational and client money responsibility, clients receive a tailored operating platform designed to meet their specific front office needs.

We pride ourselves on delivering a flexible, responsive and professional service that allows clients to evolve their own proposition in a direction and at a pace that is ideal for them.  This includes the production of all customer report packs in their own brand, a menu of front office user tools so they receive the latest available without unnecessary clutter, and technology from one of the world's most innovative companies.

Platform Securities takes a partnership approach to client relationships, fully embracing their specific business model in order to take responsibility for the areas outsourced to us. We continually update our systems and service offerings to reflect the latest regulatory and market changes, relieving our clients of this costly and time consuming burden.

Because we are specialists in outsourced clearing and settlement, offering unrivalled depth of functionality and service, our clients can rely on Platform Securities to manage their mission critical processes, empowering them to focus on their core business.

Our range of outsourced clearing and settlement services are proven at many of the UK's leading financial institutions.

Platform Securities is an authorised ISA Plan Manager.