Pricing

Portfolio

Beta
FREE
Yearly

  • Multi-Platform Access
  • Annual MultiISA Report

Beta
Invitation Only
Beta

Portfolio Plus

Coming Soon
£ 15
00
Yearly

  • Multi-Platform Access
  • Annual MultiISA Report
  • Client Portal Access
  • IF ISA Aggregation

Coming Soon

Premium

Coming Soon
£ 25
00
Yearly

  • Multi-Platform Access
  • Annual MultiISA Report
  • Client Portal Access
  • IF ISA Aggregation
  • P2P Aggregation

Coming Soon

Premier

Coming Soon
£ 35
00
Yearly

  • Multi-Platform Access
  • Annual MultiISA Report
  • Client Portal Access
  • IF ISA Aggregation
  • P2P Aggregation
  • Traditional Investment Aggregation

Coming Soon

Pro

Coming Soon
£ 45
00
Yearly

  • Multi-Platform Access
  • Annual MultiISA Report
  • Client Portal Access
  • IF ISA Aggregation
  • P2P Aggregation
  • Traditional Investment Aggregation
  • Stocks & Shares ISA *

Coming Soon
* Additional fees may apply

Multi-Platform Access

MultiISA provides an IF ISA wrapper for consumers to choose their own qualifying investments on a ‘Self-Invested’ basis across multiple qualifying P2P platforms in a single ISA.

Annual MultiISA Report

Clients will recieve an annual report on their MultiISA managed holdings.

Client Portal Access

Clients will be provided portal access where they can view their investment holdings relevant to their subscription category.

IF ISA Aggregation

Through our technology partner, clients can aggregate their data from IF ISAs held by other P2P platforms into the client portal. Giving them a holistic view of their IF ISA holdings, no matter who manages them.

P2P Aggregation

Through our technology partner, clients can aggregate their data from IF ISAs and general investment account P2P holdings into the client portal. Giving them a holistic view of, not only, their IF ISA holdings but also their general P2P holdings no matter who manages them.

Traditional Investment Aggregation

Through our technology partner, clients can aggregate their data from ALL of their investment holdings, whether it be ISAs or general investment holdings. Learn more about Aggregation

Stocks & Shares ISA

Further development of our service offering will see the capability to subscribe to a Stocks & Shares element within your ISA Allowance. With the additional ability to transfer in existing Stocks & Shares ISAs from previous years. This will enable users to build a fully diversified portfolio across both ISA types within a single ISA wrapper.