Your Own Platform

Would you like all the functionality of a platform but have that in your back office system?

Whether you use one platform or many or indeed none, then TIPS allows you to describe your client's ATR, portfolios and funds in one concise way. TIPS supplies you with every fund and share available in the UK for you to fully document your client holdings.

This unique approach enables our users to describe their client's portfolios across all platforms, providers and policies. You are no longer tied to using one or two platforms for ease of administration, enabling you to demonstrate your total independence.

TIPS uses a set of base asset classes (which you are free to choose) throughout the system. From these you can derive asset mixes to describe risk, funds and portfolios - all fully configurable by YOU.

Of course, with TIPS you can design as many supporting documents as you need - all fed by data stored in the system and in a format that reflects your corporate image.


You can build as many portfolios as you need for your clients
Describe any fund in terms of your chosen asset classes
Create Global Assets classes that reflect your firm's ideas - detailed or coarse - the choice is yours!
Fully configurable Risk Category descriptions
Create asset mixes to match each risk category.