Succession Advisory Services has worked with its investment Matrix partner Vestra Wealth LLP to create what it described as a bespoke service.
Succession's chief executive Simon Chamberlain said: "Our member firms are first and foremost Financial Planners, specialising in managing their client relationships and the quality of advice they can offer.
"The on-platform portfolio management service combining the fully bespoke service from Vestra coupled with online valuations and wrappers managed by their trusted wealth manager will find a ready fan-base with both our member firms and their clients.
"I fully anticipate other matrix partners to launch a similar service increasing choice for investors."
Tony Allan, partner and head of business development at Vestra Wealth, said his company has long experience with high net worth clients.
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He said: "This development of our strategic partnership creates new opportunities for us to offer platform solutions to a larger audience."
The platform includes a dedicated portfolio manager to deliver personalised advice including active Capital Gains Tax management and portfolios can be held within a range of tax wrappers. The cost for discretionary management is 0.625% + VAT.
Succession has close to £2bn of assets on its platform with more than 300 users and over 12,000 clients, with a further £6bn of investment assets held in its member firms, much of which is held in DFMs.