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Administrator training plan

Articles and user guides

Our technology platform is quick, easy and convenient for you to use. Read our helpful articles and user guides to give you a tailored introduction and get the most for your business and administration.

How do I set up new clients and applications?

Watch a series of practical videos helping you set up new clients and applications.

View 'How do I?' videos

Our ‘Head Account’ structure

Our technology has been designed to link your client’s accounts or bonds together under a single customer reference or ‘Head Account’.

Transfer Tracker

This summary pdf document outlines the benefits of our Transfer Tracker when funds are being transferred from another provider.

How do I download a remuneration statement?

This step-by-step summary explains how you can view and create commission and fee statements online.

Our bank details

Our two sets of account details, one for ISA and Collective Investment Accounts, the other for Collective Retirement Accounts and Collective Investment Bonds.

More platform support

Questions and answers

Get instant answers to the most popular questions about our platform, saving you time and avoiding any unnecessary phone calls.

View the Q&A

How do I...?

View step-by-step summaries and watch videos explaining how to use our technology platform.

Watch videos and guides

Support articles

Stay up to date with the latest developments such as flexible withdrawals, our transfer tracker and much more.

Read articles