Composer for Advised Investment Platforms
Advised investment platforms place complex demands on administration systems, requiring the management of adviser-client relationships, permissions, charges and ongoing servicing across multiple products and distribution hierarchies. Composer is the administration platform UK investment platforms rely on to operate at scale, supporting adviser-led operating models through a single, highly automated operating environment.
Composer manages clients, advisers and firms as first-class entities, enabling real-world adviser hierarchies, permissions and servicing responsibilities to be reflected directly within the administration platform. Multiple products, including SIPPs, ISAs and GIAs, can be administered under a single customer record, with clear separation between client ownership and adviser authority. Adviser permissions, servicing rights and charging arrangements are applied consistently across products, supporting ongoing advice, suitability reviews and regulatory oversight.
A key strength of Composer is its adviser fees and charges capability. Adviser and firm-level charges can be administered alongside product and platform fees within the core system, with full transparency, auditability and reporting. This enables support for a wide range of advised business models while maintaining strong governance and reducing reliance on manual reconciliation or external systems.
Support adviser-led operating models
Manage adviser, firm and client relationships, reflecting real-world hierarchies, permissions and servicing responsibilities directly within the platform.
Administer multiple products under a single client view
Support SIPPs, ISAs and GIAs within a single customer record, with consistent application of permissions, servicing rights and charging arrangements across products.
Automate adviser charging and governance
Administer adviser and firm charges alongside product and platform fees, with full transparency, auditability and reporting to support regulatory oversight and reduce manual reconciliation.
Operate at scale on a single platform
Simplify your technology estate by supporting advised propositions, new business and migrated back books within a single administration platform, underpinned by a consistent operating model.
Key Features
Adviser and client relationship management
Manage clients, advisers and firms as first-class entities, with support for complex hierarchies, permissions and servicing responsibilities aligned to real-world advised models.
Multi-product administration
Administer SIPPs, ISAs and GIAs under a single customer record, with consistent application of permissions, servicing rights and charging across products.
Adviser charging and fee management
Calculate, collect and reconcile adviser and firm charges alongside platform and product fees, with full transparency and auditability.
Permissions and access control
Configure adviser permissions and servicing rights at firm, adviser and client level to support delegation, oversight and regulatory governance.
Model portfolios and discretionary management
Support model portfolio management and discretionary investment strategies, enabling consistent advice and portfolio construction across clients.
Automated servicing and transactions
Automate key servicing processes including contributions, withdrawals, switches and rebalancing, improving efficiency and reducing manual intervention. ``
Our Credentials
Moving to a new core platform doesn’t have to be high risk.
Composer is trusted by organisations running complex, high‑volume operations. Our approach to migration and ongoing operation is shaped by decades of live delivery, helping clients modernise with confidence while maintaining continuity of service.
Migrating to Composer
Our migration approach is designed to reduce disruption and complexity. Dedicated teams, proven methodologies and phased delivery models help clients move to Composer while maintaining service levels and regulatory confidence.
Proven Delivery Capability
Delivering a new platform is about more than technology. Our proven implementation methodology, experienced UK-based teams and robust governance framework help clients reduce risk, accelerate delivery and achieve successful business outcomes with confidence.
Composer is the administrative engine behind some of the UK’s leading investment platforms.
See how Composer helps advised investment platforms operate at scale with control, flexibility and consistency.
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