Adviser-centred by design‍

From the outset, INN8’s investment platform has been constructed with financial advisers at the centre of its universe. This adviser-centric foundation ensures that advisers are supported, empowered and efficient. As a result, advisers can provide clients with confidence and peace of mind.

The platform was born from listening, INN8 was inspired by South African wealth managers who needed change. The result: a solution that is both purpose built and adviser inspired, ready for today and tomorrow.

Secure, future-proof architecture‍

By partnering with best-in-class technology providers, INN8 has crafted a scalable, modern investment platform that combines security with forward thinking. This foundation enables advisers to deliver excellence to their clients while being confident that the underlying technology is robust and adaptable.

For offshore investing, the platform is domiciled in Jersey, with client monies held securely by Pershing (Channel Islands) Limited, a subsidiary of The Bank of New York Mellon. Daily reconciliation ensures that assets accurately reflect individual client holdings.

‍Digital onboarding and seamless operations

The INN8 platform enables fully digital onboarding, eliminating paper-based   processes. From the first quote to client funds being invested, advisers can accomplish everything without printing, speeding up onboarding and reducing friction. Clients receive instant notifications and can access   statements and valuations securely online.

Advisers have 24/7 real-time visibility of client journeys, any device, any time. Top-ups take less than 90 seconds; instructions can be submitted daily, with no trading restrictions and no delays.

Flexible investment tools and transparency‍

Advisers benefit from open-architecture design, clean-class funds and a transparent fee structure that supports compliance from the first moment. The   platform includes research tools, factsheets and Morningstar reports, enabling   advisers to compare portfolios and make informed decisions.  

Discretionary Fund Managers (DFMs) can manage model portfolios digitally - rebalance and switch with ease within a Regulation 28-aware framework.

They can load bespoke fund classes, manage ring-fenced portfolios and build centralised investment propositions.

Personal support that elevates service

Advisers are not just users they are partners. From the first connection, advisers are supported by a business development manager and, postonboarding, a dedicated key account manager. This ensures efficient query resolution and a relationship-first approach.

Real-life stories emphasise the platform’s ease and the service ethos. One   adviser had a client onboarded within minutes: no forms, just a top-up   completed swiftly. Trust cases are resolved with urgency and personal   attention; even documents signed in hospitals are organised by INN8 staff to   support advisers and clients.

Future-forward transformation via Elevate

‍Through the Elevate programme, INN8 is transitioning all investments from   the STANLIB LISP onto its purpose-built platform over 12 to 18 months. The first tranche was completed successfully in May 2025; the second is underway,   with the final group scheduled for early 2026. This methodical move ensures advisers and clients benefit from a digital, future-proof platform without disruption. Trust formed through design  Trust does not happen by chance, it is earned. INN8’s intentional platform design, secure infrastructure, digital ease and unwavering adviser-support create a foundation of trust. Advisers can shift their focus back to clients, their   advice, their relationships while INN8 handles the rest.

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