Remove repetition.
Reduce risk.
Release potential.
Automate model portfolio operations across multiple investment platforms - reducing risk and delivering consistent client outcomes at scale.
Get started
Remove repetition.
Reduce risk.
Release potential.
Automate model portfolio operations across multiple investment platforms - reducing risk and delivering consistent client outcomes at scale.
Get started
Remove repetition.
Reduce risk.
Release potential.
Automate model portfolio operations across multiple investment platforms - reducing risk and delivering consistent client outcomes at scale.
Get started
Tikker automates one of the most critical and repetitive operational processes in wealth management: maintaining and rebalancing model portfolios across platforms.
Tikker automates one of the most critical and repetitive operational processes in wealth management: maintaining and rebalancing model portfolios across platforms.
Our automated workflow helps investment teams reduce operational risk, strengthen regulatory alignment, and improve efficiency - freeing teams to focus on performance, not process.
Our automated workflow helps investment teams reduce operational risk, strengthen regulatory alignment, and improve efficiency - freeing teams to focus on performance, not process.
Request a demo
Request a demo
The challenge
Why legacy systems can’t meet modern demands
Why legacy systems can’t meet modern demands
Why legacy systems can’t meet modern demands
Wealth management operations continue to rely on manual, repetitive processes that were never designed for scale or today’s regulatory expectations, adding risk and inconsistency.
Wealth management operations continue to rely on manual, repetitive processes that were never designed for scale or today’s regulatory expectations, adding risk and inconsistency.
Wealth management operations continue to rely on manual, repetitive processes that were never designed for scale or today’s regulatory expectations, adding risk and inconsistency.
Thousands of manual inputs
Thousands of manual inputs
Thousands of manual inputs
Whether you process sequentially by portfolio, platform, or in batch, the strategy decays as the market moves.
Whether you process sequentially by portfolio, platform, or in batch, the strategy decays as the market moves.
Whether you process sequentially by portfolio, platform, or in batch, the strategy decays as the market moves.
As Consumer Duty demands fair and consistent client outcomes, these processes are no longer fit for purpose.
As Consumer Duty demands fair and consistent client outcomes, these processes are no longer fit for purpose.
As Consumer Duty demands fair and consistent client outcomes, these processes are no longer fit for purpose.
The Solution
One automated workflow.
Multiple platforms.
Built-in control.
Tikker unifies and automates model portfolio operations across investment platforms.
Portfolio changes are made once and applied consistently across platforms through a centrally managed, automated workflow. Digitally enhanced checks validate updates before submission, while a full audit trail records every action.
The Result
Reduced operational, regulatory, and market risk
Improved consistency of client outcomes
Stronger governance and auditability
Greater operational efficiency and scalability
The Solution
One automated workflow.
Multiple platforms.
Built-in control.
Tikker unifies and automates model portfolio operations across investment platforms.
Portfolio changes are made once and applied consistently across platforms through a centrally managed, automated workflow. Digitally enhanced checks validate updates before submission, while a full audit trail records every action.
The Result
Reduced operational, regulatory, and market risk
Improved consistency of client outcomes
Stronger governance and auditability
Greater operational efficiency and scalability
The Solution
One automated workflow.
Multiple platforms.
Built-in control.
Tikker unifies and automates model portfolio operations across investment platforms.
Portfolio changes are made once and applied consistently across platforms through a centrally managed, automated workflow. Digitally enhanced checks validate updates before submission, while a full audit trail records every action.
The Result
Reduced operational, regulatory, and market risk
Improved consistency of client outcomes
Stronger governance and auditability
Greater operational efficiency and scalability
How It Works
A single workflow to manage model portfolio updates
A single workflow to manage model portfolio updates
A single workflow to manage model portfolio updates
1
Automation connects legacy and modern platform infrastructure
2
Digitally enhanced checks validate changes prior to implementation
3
Full audit trail supports governance, compliance, and oversight
1
Automation connects legacy and modern platform infrastructure
2
Digitally enhanced checks validate changes prior to implementation
3
Full audit trail supports governance, compliance, and oversight
1
Automation connects legacy and modern platform infrastructure
2
Digitally enhanced checks validate changes prior to implementation
3
Full audit trail supports governance, compliance, and oversight
Free your team to focus on performance, not process
See how much time you could save per rebalance
Learn more
Who We Support
Who We Support
Who We Support
Discretionary Fund Managers / MPS Providers
Reduce operational risk, improve consistency, and scale portfolio operations efficiently
Investment
Platforms
Improve upstream data quality, reduce servicing burden, and strengthen straight-through processing
Consolidators and Large Adviser Firms
Centralise and govern model portfolio operations across multiple platforms without adviser disruption
Discretionary Fund Managers / MPS Providers
Reduce operational risk, improve consistency, and scale portfolio operations efficiently
Investment
Platforms
Improve upstream data quality, reduce servicing burden, and strengthen straight-through processing
Consolidators and Large Adviser Firms
Centralise and govern model portfolio operations across multiple platforms without adviser disruption
Discretionary Fund Managers / MPS Providers
Reduce operational risk, improve consistency, and scale portfolio operations efficiently
Investment
Platforms
Improve upstream data quality, reduce servicing burden, and strengthen straight-through processing
Consolidators and Large Adviser Firms
Centralise and govern model portfolio operations across multiple platforms without adviser disruption
Don’t just take our word for it…
Don’t just take our word for it…
"The ability to automate cross-platform dealing is a game changer for MPS."
Mark Livingstone, COO
Aspen Advisers
"The ability to automate cross-platform dealing is a game changer for MPS."
Mark Livingstone, COO
Aspen Advisers
Clients include
Best
WealthTech
Provider
Best
WealthTech
Provider
Morningstar Investment
Conference
Morningstar Investment
Conference
2025
Best in Show
Best in Show
The Lang Cat AdviceTech Catwalk
The Lang Cat AdviceTech Catwalk
2025
A WealthTech 100 Company
A WealthTech 100 Company
2026
Remove inefficiency from model portfolio operations
Remove inefficiency from model portfolio operations
Remove inefficiency from model portfolio operations
Talk to us about how we can help streamline your rebalance process.
Talk to us about how we can help streamline your rebalance process.
Talk to us about how we can help streamline your rebalance process.
Get in touch with an expert
Get in touch with an expert
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© 2026 Tikker
Tikker.co.uk and Tikker.Cloud are trading names of Tikker Ltd. Tikker Ltd is a Limited Company with company number 15795029, registered at Unit 2, Green Farm Business Park, Folly Road, Latteridge, Bristol, BS37 9TZ