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The Complete Investment Solution

Bankhall is pleased to offer advisers the complete investment solution, a collection of the very best components designed to give your wealth management proposition a leading edge.

Platform

At the heart of the solution is Bankhall One, a bespoke version of AXA’s Elevate wrap platform, selected after extensive due diligence, which provides a comprehensive online business solution to help meet the demands of your clients today and be ready for any challenges your business may face in the future – complete with competitive commercial terms for you and your clients.

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Bespoke Funds

We have also teamed up with Henderson Global Investors to create a new Investment company, Optimum Investment Management Ltd. to deliver an investment solution that allows advisers to create and maintain bespoke portfolios for their clients.

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Risk Profiling

To complete the solution, we have developed a bespoke Investor Risk Profiler tool to comply fully with the FSA (now FCA) findings assessing suitability guidance. The tool is a component part of the Sesame Bankhall Practice Management system, but can also be used as a stand-alone tool and integrates with the Optimum investment solution. In addition, it has been built with automatic control checks to make sure the client’s true attitude to risk is accurately assessed and, importantly, documented to protect you in the future.

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Underpinning technology

With so much pressure on time and income streams, now more than ever Advisers need technology to help streamline their processes, make their business run more efficiently, and add value to their proposition. As a key benefit of being part of the Sesame Bankhall Group, Bankhall is able to offer members a comprehensive practice management system, powered by XPLAN from IRESS, which has been designed specifically to improve adviser efficiency and support risk management.

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