Advance Platform
Investment platform technology and custody services for financial advisers, wealth managers and financial planners
Highlights
- New on EvolcAdded 2026-10-29
About Advance Platform
Advance Platform provides a digital investment platform for financial advisers, wealth managers and financial planners. It supports client portals, investment accounts and wrappers, custody, trading, and automated portfolio and client-communication processes.
The company charges tiered custody fees and lists a minimum annual fee for offshore bonds. Advance Platform Ltd was founded in 2017 and is headquartered in Bath. It is part of the Fidelius group and is an appointed representative of Hubwise Securities Limited.
Product: A digital investment platform with adviser and client portals, investment wrappers, custody, trading and portfolio automation.
Jobs at Advance Platform
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Website technologies
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- AWS
- Apache
- PHP