Charles Stanley is launching a direct-to-consumer platform and will partner with AllMyPlans as an aggregation service to include off-platform investments.
The platform is likely to be called Charles Stanley Direct and will be powered by the Charles Stanley stockbroking platform. It will include Stanley’s investment service FundChoice, the firm’s online share dealing, the Alpha and Ebs Sipps and the Stanley stocks and shares Isa.
It says the platform is likely to launch in the summer.
AllMyPlans launched its retail aggregation service in October. It enables the viewing of on and off-platform assets together and the service has both adviser and consumer-facing operations.