Sold by: Seccl
Seccl is the Octopus-owned embedded investment platform that's helping more people to invest - and invest well.
Overview
Seccl is the embedded investment platform that lets financial advisers, wealth managers, adviser tech providers, neobanks and fintechs launch and run their own investment propositions without building custody, trading and administration infrastructure from scratch.
Seccl combines regulated custody and a modern, API-first technology platform in a single service. That means you get the full investment stack accounts and tax wrappers, onboarding, trading, custody, settlement, cash and fee management, reporting and transfers behind one set of APIs, so your team can focus on the client experience rather than back-office plumbing.
What you can build
A fully branded advice or wealth platform under your own control, replacing legacy third-party platforms
Embedded investing inside an existing app ISAs, GIAs, JISAs and pensions alongside your current products
A vertically integrated proposition for a consolidator or network, with platform economics brought in-house
New wealth products launched in months rather than years, using code-free portals where you don't want to build
Regulated and certified
Seccl Custody Limited is authorised and regulated by the Financial Conduct Authority (FRN 793200). Seccl is ISO certified and a certified B Corporation.
Getting started
Seccl works with each new client through a structured integration programme covering technical, regulatory and operational readiness, typically taking a platform from kick-off to launch in a matter of months. Contact Seccl through this listing to scope your proposition and receive API documentation and a sandbox environment.
Highlights
- The full investment stack behind one API custody, trading, settlement, tax wrappers, payments, fees, transfers and reporting. Launch branded ISAs, GIAs, JISAs and SIPPs without building back-office infrastructure.
- A regulated custodian, not just software. Seccl Custody Limited is FCA authorised and regulated (FRN 793200), ISO certified, a B Corp, and backed by Octopus Group.
- Cloud-native and single-instance: one continuously deployed platform for every client, with no upgrade projects. Built to scale, and proven on large book migrations as well as new launches.
Details
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Features and programs
Financing for AWS Marketplace purchases
AWS Marketplace now accepts line of credit payments through the PNC Vendor Finance program. This program is available to select AWS customers in the US, excluding NV, NC, ND, TN, & VT.
Pricing
Pricing is based on the duration and terms of your contract with the vendor, and additional usage. You pay upfront or in installments according to your contract terms with the vendor. This entitles you to a specified quantity of use for the contract duration. Usage-based pricing is in effect for overages or additional usage not covered in the contract. These charges are applied on top of the contract price. If you choose not to renew or replace your contract before the contract end date, access to your entitlements will expire.
Additional AWS infrastructure costs may apply. Use the AWS Pricing Calculator to estimate your infrastructure costs.
Dimension | Description | Cost/month | Overage cost |
|---|---|---|---|
Platform fee | This would be a one-time platform fee. | $0.00 |
Dimensions summary
This listing has one pricing dimension: a Platform fee charged in Units. You pay this as a one-time fee under a contract arrangement rather than an ongoing recurring charge. Because there is a single dimension, pricing does not scale across tiers or instance sizes. The platform supports investment operations such as custody, trading, portfolio management, and cash management. Setup and quantity terms depend on the contract you agree with the vendor. For details specific to your firm, contact the vendor directly.
Top-of-mind questions for buyers
The Platform fee is a one-time charge under a contract. The platform covers custody, trading, portfolio management, client onboarding, reporting, and cash management. Some transaction costs sit outside the Platform fee. For example, fund managers may apply initial charges or dilution levies on unit trust and OEIC orders, shown on your order confirmation.
The fee engine lets you set platform, product, and advice fees at several levels: platform, advice firm, client, account, and model portfolio. You can charge by percentage, tier, or fixed amount, with minimum or maximum limits. Linking client accounts together lets you apply reduced fees based on combined investment value.
The vendor passes back 100% of client cash interest to firms and retains none. You choose whether to keep it or pass it to clients in full. Interest accrues daily and pays gross each month. There is no minimum cash balance requirement, keeping portfolios invested longer.
seccl.tech+3
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Delivery details
Software as a Service (SaaS)
SaaS delivers cloud-based software applications directly to customers over the internet. You can access these applications through a subscription model. You will pay recurring monthly usage fees through your AWS bill, while AWS handles deployment and infrastructure management, ensuring scalability, reliability, and seamless integration with other AWS services.
Resources
Vendor resources
Support
Vendor support
Support provided via Slack, Zendesk and email
AWS infrastructure support
AWS Support is a one-on-one, fast-response support channel that is staffed 24x7x365 with experienced and technical support engineers. The service helps customers of all sizes and technical abilities to successfully utilize the products and features provided by Amazon Web Services.
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This SAMPLE data product contains filings and reports from the SEC EDGAR database. The product includes data from 1996 and 2022 for publicly listed US companies.
Contains more than 500 financial metrics data from SEC for subset of US SaaS companies, we can add more based on your request.
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