Quarterly Platform Update

Welcome back, and Happy New Year. As we enter 2026 our continued focus is on helping advisers work smarter, reduce administrative effort, and spend more time delivering value to clients.

Unlike many providers operating long development cycles, our platform’s flexibility allows us to respond quickly delivering frequent, practical enhancements driven by adviser feedback.

If you missed any of our recent releases, below is a summary of the enhancements delivered last quarter.

New Functionality & Enhancements

Transfer enhancements

• Cancel transfers directly via the adviser portal, giving you greater control and reducing delays
• Transfer Workbench improvements to streamline monitoring and management

Additional Stakeholder Options for Trust Clients

• Corporate clients can now be added as trust stakeholders, simplifying complex trust structures

Multi-Factor Authentication (MFA)

• Enhanced security to help protect sensitive client data with minimal impact on user experience

Trade-on-trade settlement for faster access to cash

• Immediate access to sale proceeds at execution, enabling faster reinvestment and improved cash-flow management

Enhanced Capital Gains Tool spreadsheet

• Additional tabs displaying all GIA transactions and a clearer breakdown of total gains, reducing manual analysis

Consumer duty dashboards

• A new dashboard providing quick access to key indicators that support ongoing Consumer Duty compliance

Client Journey Process Guide

• Clear, client-facing onboarding literature to support smoother and more efficient client journeys

More still to come

The following enhancements will continue to remove friction from everyday tasks, improving visibility, flexibility, and speed across the platform.

CGT enhancements

• What-if scenario modelling to support faster, more informed planning decisions

Additional Investment Products

• Addition of APS to broaden client planning options

Fee Flexibility

• Nominated fee accounts and fixed-fee (£) capability to simplify charging structures

Improved system navigation  

• Enhanced sort and search functionality for quicker access to key information

For more information please visit News and updates – Söderberg & Partners Wealth Management