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What is EATT?
EATT 2025 Battle of the Tech Demo – Seccl
Synopsis:
- Embedded Investment Platform – Seccl provides a next-generation investment platform for innovative firms to build future-ready investment solutions.
- API-First Technology – Fully flexible and free from legacy constraints, enabling seamless integration and adaptability.
- Comprehensive Services – Offers custody, trading, portfolio, and wrapper management through a single API for streamlined operations.
- Planner CRM Integration – Direct connection between Planner CRM and Seccl-powered platforms, reducing double keying and improving efficiency.
- Client Onboarding – Centralised onboarding flow within the CRM, accelerating fund transfers and enhancing client experience.
- Illustration Creation – Advisors can generate investment illustrations, set strategies, and produce pre-cost disclosures directly in the CRM.
In their own words:
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Seamless Client Onboarding: Integrated and embedded workflows within Plannr CRM enable a streamlined onboarding process.
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Efficiency Gains: Eliminates double keying by automating data transfer between Plannr CRM and Seccl, reducing time and effort.
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Unified Experience: Provides a smooth, connected journey that enhances client satisfaction and simplifies advisers’ daily tasks.
Company Info
HQ: UK
Founded: 2016
Product Displayed: Seccl
Presenter: Annabel Melvin
