Platform where Client and Adviser have access and transaction privileges

I think the title explains my query: I have a client who wants to be able to make contributions and fund-switches without our input (rightly or wrongly).

Do you know a platform that allows both the client and the intermediary to manage the platform (more than just read-only access).

Thank you!


  • Hi Aron,

    I don't know the exact ins and outs, but I know AJ Bell have an execution only service which can be added to their funds & shares service where the client can do their own trading (funds & shares service XO it's called). I would imagine the intermediary would still have access as normal too.

    I could be entirely wrong on this as it's been a while since I've given a client access, but Standard Life have 3 tiers to choose from when you register a client for access to their wrap account; Basic, Standard and Advanced. Not entirely sure what the advanced level would allow a client to do, but it might be an option.

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