Overview 

Comprehensive Outsourcing Solutions

Platform Securities is a leading provider of value-added outsourced clearing and settlement services.  Our products have specifically been designed to meet the needs of discretionary and advisory wealth managers, retail and institutional brokers, banks and fund managers. Platform Securities supplies a comprehensive business process infrastructure to handle portfolio management, order management, execution, clearing, custody administration and settlement.

Our clients benefit from significant cost and operational efficiencies by outsourcing some or all of their back office operations to Platform Securities. While typically outsourcing all operational and client money responsibility, clients receive a tailored operating platform designed to meet their specific front office needs.

We pride ourselves on delivering a flexible, responsive and professional service that allows clients to evolve their own proposition in a direction and at a pace that is ideal for them.  This includes the production of all customer report packs in their own brand, a menu of front office user tools so they receive the latest available without unnecessary clutter, and technology from one of the world's most innovative companies.

Platform Securities takes a partnership approach to client relationships, fully embracing their specific business model in order to take responsibility for the areas outsourced to us. We continually update our systems and service offerings to reflect the latest regulatory and market changes, relieving our clients of this costly and time consuming burden.

Because we are specialists in outsourced clearing and settlement, offering unrivalled depth of functionality and service, our clients can rely on Platform Securities to manage their mission critical processes, empowering them to focus on their core business.

Our range of outsourced clearing and settlement services are proven at many of the UK's leading financial institutions.

Platform Securities is an authorised ISA Plan Manager.

About our owners FIS

Fidelity National Information Services, Inc. (FIS) is the world's largest global provider dedicated to banking and payments technologies.  With a long history deeply rooted in the financial services sector, FIS serves more than 20,000 institutions in over 130 countries.  Headquartered in Jacksonville, Florida, FIS is incorporated under the laws of the State of Georgia as Fidelity National Information Services, Inc.  First in financial technology, FIS regularly tops the annual FinTech 100 list, is 425 on the Fortune 500 and is a member of Standard & Poor's 500 Index.

Operating out of strategic operating centres across the globe, FIS employs more than 55,000 people and has provided world leadership in financial services technology for more than 40 years.  Today, FIS offers solutions to financial institutions from a catalogue of over 300 products ranging from core banking platforms through to payments products and bank back-office solutions.  Its products are offered as licensed software or as fully outsourced services. 

The company was founded in 1968 as Systematics and, through its core processing system of the same name, quickly became a globally recognised provider of technology solutions for financial institutions.  Pursuing a strategy of growth through product leadership and acquisition the company grew strongly and, in 2009, FIS was formed when the company acquired Metavante, a Milwaukee based provider of banking and payments technologies to approximately 8,000 financial services firms and businesses worldwide. In 2015, FIS acquired SunGard in its biggest acquisition to date. As a result, FIS is now able to provide a vast breadth and depth of products, an unrivalled market offering and a strong international presence to bring clients unprecedented levels of expertise and service. 

Platform Securities now forms a key part of the FIS Wealth & Retirement division.