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Back Office Integration
Streamlined business processing
By linking your client data directly from our platform into your back-office system, you can seamlessly generate bulk valuations and support Electronic Data Interchange (EDI) for your business.
MANAGE ALL YOUR CLIENTS INVESTMENTS IN ONE PLACE
“You know… you keep doing the same things and you keep getting the same result over and over again.”
Warren Buffet
Discover how much your clients could save
Enter values:
investment amount
current platform fee (%)
THE Platform Fee
client saving
How to Guides
Access 24/7 to important documents, educational guides, product collateral and our library of instructional videos for advisers - and your clients
Reach out for support
Call our service team during business hours on 0330 123 9830 or email us with your queries. One of our experts will be glad to help.
If you have any questions or want more information, contact us below and leave a message:
The Tavistock Platform is powered by Platform One Ltd which is authorised and regulated by the Financial Conduct Authority № 542059. A registered company in England and Wales. №06993268. Registered Office: Peartree Business Centre, Cobham Road, Wimborne, Dorset, BH21 7PT