Digital Platform Technology

Best-in-class solutions to future-proof your business that deliver your own private label customer experience aligned with your exact needs.

Fully Customisable Portal

Multrees seamlessly integrates a fully customisable portal and sophisticated wealth management technology platform with a dedicated team of industry experts. This collaborative partnership approach feels like a natural extension of your business, ensuring exceptional service and support.
  • Multrees allows you to deliver a personalised and branded experience that resonates with your clientele.
  • Multrees cohesive technology is crafted to future proof your business.
  • Multrees collaborative partnership approach feels like a natural extension of your business.

Best-In-Class Solutions

Multrees offers a best-in-class technology platform featuring integrated investment management tools. This platform effectively tackles wealth manager challenges through its modular architecture, cohesive technology, real-time digital solutions, and seamless plug-and-play integration.
  • Configure platform components to match your exact needs.
  • Multrees technology offers real-time digital solutions.
  • Multrees offers a tailored approach that ensures every aspect aligns with your unique requirements.

Seamless Integration

The Multrees platform seamlessly integrates third-party data and applications through our API integration, enriching the versatility of your platform. With our solution, effortlessly ‘plug in’ retained applications, ensuring smooth connectivity and expanding your system’s capabilities with ease.
  • The Multrees platform has the ability to ‘plug in’ third-party data and retained applications.
  • Our technology allows you to streamline client onboarding with a digital, paperless process.
  • Multrees allow your business to enhance efficiency while meeting the demands for a modern and user-friendly experience.
Platform Provider – Winner
Global Custodian to a Private Client Business – Winner
Learning and Development Award of the Year 2024
SME Employer of the Year 2023

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One Carter Lane
London
EC4V 5AN

Registered in England & Wales with company number 07225386.

Multrees Investor Services Limited is authorised and regulated by the Financial Conduct Authority with firm reference number 526528.

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