AI-powered practice management available now — with integrated custody and execution launching soon.
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AI meeting notes, CRM, and portfolio aggregation all in one free module.
Coming Soon
Trade, rebalance, and custody — all in one place. With instant account opening.
Everything an independent advisor needs — from AI meeting notes to portfolio views — in one unified workspace.
Your command centre for the day. Meetings, tasks, and client communications all in one view.
Find any client, document, or interaction in seconds with natural language search.
Automatic meeting notes with action items, follow-ups, and compliance tagging.
Instantly extract and categorise data from any financial document.
Generate compliant suitability reports from meeting context and client data.
Unified view of all client holdings across every platform and custodian.
AI-drafted emails in your voice, ready for review and one-click sending.
Unify firms, data, and controls to scale faster — without operational drag.
Manage multiple firms under one organisation with consolidated reporting, controls, and visibility.
Get new advisors up and running in hours, not weeks. Automated setup and training.
Bulk-process documents across all firms with intelligent extraction and filing.
Enterprise-grade data isolation between firms with shared analytics and oversight.
FCA authorisation in progress. SOC2 audit underway.
Two-factor authentication for every user. Enterprise-grade encryption.
Built in-house. Hosted entirely on our controlled infrastructure.
Onyx Securities Limited is not yet authorised by the Financial Conduct Authority. Prior to becoming authorised no information regarding the future provision of custody and execution services is intended as an invitation or inducement to apply for these services, nor does it constitute financial advice.