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