Our Digital Platform

Perfected for the User

A Modern, Fully Digital Solution

Our platform is built with today’s globally mobile investors in mind: fully online, intuitive and accessible from anywhere in the world. You can open an account, upload documents, trade, manage your investments and view valuations, all without paperwork, all at your convenience.

Whether you’re a seasoned investor or someone taking your first step into investing or pension consolidation, our system is designed to be straightforward and user-friendly.

Live Trading & Real-Time Pricing

Access to markets in real time, so you can buy or sell investments with up-to-date pricing.

Wide Range of Global Assets

You can build a truly diversified portfolio: equities, ETFs, mutual funds, bonds, investment trusts, covering UK, European, US and other markets.

Multi-Currency & FX Flexibility

For clients with international exposure or living abroad: hold and exchange multiple currencies (GBP, USD, EUR etc.) within your accounts, helping you manage currency risk and invest internationally.

Key Features & Benefits

Low-Cost, Transparent Fee Structure

Clear low cost charges that are capped.

Simplicity & Speed

Fast Onboarding, streamlined sign-up process, designed to get you up and running quickly, whether you’re UK-based or overseas.

Flexible Account Types

You’re not limited to a pension: choose between a SIPP, a Stocks & Shares ISA, or a General Investment Account (GIA), depending on your needs, tax status and goals.

Access for Advisers & Clients Alike

Whether you’re working directly with Invinitive, or using a regulated adviser, the platform supports both scenarios, giving advisers the tools to manage clients’ portfolios efficiently while you retain control.

Here’s what you get with the Invinitive digital platform:

Magnificent UI

Financial advisor's dashboard showing client accounts list with account numbers, total assets, cash amounts, and last updated times.
Screenshot of a pending items list showing three clients with names Jeff Brown, Todd Peters, and Rosie Flower, their account numbers, onboarding status, and icons for viewing or removing each client.
Screenshot of a stock trading platform interface with deposit, pending, and completed trade tabs at the top. The interface includes options for stocks, forex, mutual funds, and model portfolios. The current tab is stock trading, showing a buying power of 91,794.03 GBP. Fields for entering stock symbol, side (buy or sell), order type, investment type, quantity, and various market data are displayed but all show N/A or zero values.

Why Digital Platforms Matter

The financial services industry is evolving fast: technology is no longer optional.

Today’s investors expect more than traditional paperwork and slow administration.

Our digital platform delivers a streamlined, transparent and efficient way to manage pensions and investments, giving clients and advisers immediate access to the information and tools they need.