The platform, which went live just before Christmas 2006, has a community of over 450 adviser firms across the UK, with over 6,000 users accessing the platform meeting the financial planning needs of over 65,000 clients.
David Ferguson, founder and CEO said:
“2014 was challenging for us but having attracted £2bn of inflows, hit £8bn in AUA, completed a major technology upgrade, strengthened the senior management team and achieved record financial results it was also a year of notable progress which helps fuel our excitement for the future.”