A fully digital, intuitive platform built for today's investors and advisers
Open accounts, trade, set up portfolios and manage valuations — all from one online interface. Whether you're a seasoned investor or working with a regulated adviser, our system is designed for simplicity, accessibility and transparency.
A modern, fully digital platform for pensions and investment accounts
Invinitive's digital platform brings together everything both advisers and clients need to manage pensions, ISAs and investment accounts efficiently, transparently and securely — all without paperwork, all online.
What the platform offers
Seamless Digital Experience
From onboarding to everyday management, the platform is 100% online and paperless.
Open accounts, upload documents, verify identity and track progress — all without printing or scanning.
Live Trading & Real-Time Pricing
Access live pricing and market-standard execution for a range of FCA-permitted, standard assets — across global markets.
Multi-Asset, Global Coverage
Invest in a wide selection of global assets including:
- • UK, US and European equities
- • ETFs and regulated mutual funds
- • Bonds and investment trusts
All available within one platform.
Multi-Currency Support
Clients with international exposure can hold and exchange multiple currencies (e.g. GBP, USD, EUR), helping manage currency risk and invest internationally.
Intuitive Reports & Dashboards
Simple reporting with clear dashboards, valuations and transaction history — available whenever you need them.
Low-Cost, Transparent Pricing
A straightforward fee structure with capped platform charges and fixed dealing fees — no hidden markups.
Platform features in action
Research & Stock Analysis
Access detailed stock information, charts, and market data to make informed investment decisions.
Intuitive Trading Interface
Execute trades quickly with live pricing, market orders, and clear order confirmation.
Complete Transaction History
Track all your transactions with detailed records, filtering options, and export capabilities.
Fast Onboarding
Our streamlined sign-up process is designed to get you up and running quickly — whether you're UK-based or overseas.
Flexible account types
Choose the structure that fits your goals — all administered on the same platform.
Self-Invested Personal Pension (SIPP)
UK-registered pension wrapper for UK residents and eligible non-UK residents, suitable for consolidation, ongoing contributions, and flexible investment management.
Stocks & Shares ISA
Tax-efficient investment wrapper for UK residents. Annual subscription limits apply in accordance with HMRC rules.
General Investment Account (GIA)
Unwrapped investment account for UK and international clients with multi-currency support and flexible asset allocation.
Who it's built for
Clients
Whether you're planning for retirement, managing your wealth or investing for the future, the platform gives you tools to:
- View and manage accounts online
- Monitor valuations in real time
- Execute trades on global markets
- Access consolidated reporting
Advisers
Advisers benefit from:
- A platform built for efficient execution-only dealing
- Clear access to client holdings
- Digital administration and reporting
- Support for incorporating model or third-party portfolios
- A user experience that supports scalable client servicing
How it works
Open Your Account
Complete onboarding online with secure identity verification.
Upload Documents & Fund
Add funding or initiate transfers directly through your dashboard.
Trade & Manage
Access live pricing, monitor positions, and adjust portfolios.
Reporting & Support
Download statements, view performance, and use support channels as needed.
Third-party & adviser support
Whether you're working directly with Invinitive or through a regulated adviser, the platform supports both scenarios.
Advisers retain control over portfolio strategy and suitability, while Invinitive provides the infrastructure, execution and reporting.
Why digital platforms matter
Technology is transforming financial services. Traditional processes often involve paperwork, manual follow-up and delayed updates. Invinitive's modern platform delivers a streamlined, transparent and efficient experience, giving clients and advisers immediate access to the tools they need — anytime, anywhere.
Important information
Invinitive Financial UK Ltd is authorised and regulated by the Financial Conduct Authority. We operate on an execution-only basis and do not provide financial advice. All investing carries risks and you may get back less than you invest.
Questions about our platform?
Contact our adviser team for more detailed information or to arrange a platform demonstration.