Greater efficiency, more control

Why do we invest so heavily in state-of-the-art technology? Because greater efficiency, more access to key information, and higher levels of client engagement are driving the future of advice. Our strategy has been to create one integrated ecosystem.

  • Straightforward processing of new business
  • Unparalleled visibility of client investments
  • Rapid migration of your existing clients

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Fusion – The Sandringham Investment platform – our cloud based Platform for processing investments into the Sandringham portfolios.

Please note: At 0.2% per year, this represents one of the lowest platform charges for those looking to invest.


Wealth Platform Client Portal – view, review and if necessary adapt or amend your clients’ overall Financial Planning picture across Investments, Retirement Planning, Protection and other assets.

  • Keep track of Investments, Total Assets and Liabilities
  • Available Assets and Total Net Worth
  • Review and update your clients’ attitude to risk profile
  • Safe and secure document delivery, and more

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Enable – Integrated back office – market leading, innovative and brings new levels of integration and automation – one-key stroke, straight-through to back office processes for fact-finding, client data, document generation and more.


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