Atlantic House & Toca: Building the Future of Investment Portals

Client: Atlantic House Group

Atlantic House is recognised for developing innovative investment strategies that help investors achieve their financial objectives by making multi-asset portfolios more predictable. Until recently, advisers and clients could only access insights through quarterly static reports from third-party systems, which offered limited flexibility, interactivity and customisation.

As demand grew for more accessible, interactive and real-time portfolio insights, Atlantic House set out to transform its client experience. The vision was clear: give advisers and clients direct access to live portfolio data while keeping complete control over design, content and user experience. The aim was to move beyond outdated systems and create a dynamic, API-driven investment portal that matched precisely how clients and advisers wanted to engage with portfolio information.

To bring this vision to life, Atlantic House partnered with Toca. Toca’s low-code platform was the enabler, allowing Atlantic House to design, build and refine a bespoke application in-house. From interactive dashboards to real-time data integration and multimedia content, every feature was thoroughly tested and refined with advisers in mind, to make sure it delivered genuine customer value. This iterative, “test and learn” approach gave Atlantic House the freedom to innovate, while Toca provided the speed and flexibility to deliver a unique experience that lets Atlantic House stand out.

Challenge: meeting evolving client expectations

Atlantic House faced several limitations with its legacy systems, which relied heavily on static reports and third-party providers. These systems were slow to update, offered little interactivity, and required significant manual effort from advisers to generate insights. This made it difficult to provide timely, personalised portfolio information, and advisers spent significant time on administration rather than strategic client engagement.

At the same time, clients increasingly expected more intuitive, interactive tools to track investments, compare performance against benchmarks, and access tailored insights. The traditional reporting approach of quarterly PDFs lacked flexibility and made it expensive and difficult for Atlantic House to deliver a bespoke experience at scale.

Atlantic House recognised that to stay true to its customer-centric philosophy, it needed to move beyond static reporting. The vision was a distinctive, professional and easy-to-use portfolio experience that could evolve with client needs. The goals were clear:

• Provide a clean and intuitive view of each client’s portfolio
• Enable easy comparison against passive benchmark portfolios
• Deliver additional value through relevant news, events and multimedia content
• Improve operational efficiency without incurring significant costs

The challenge went beyond replacing legacy systems; Atlantic House needed a modern, interactive, API-driven portal that matched precisely how advisers and clients engage with portfolio information.

Solution: building a customer-centric, interactive portal

The Investment Portal: a modern, digital solution

To address these challenges, Atlantic House developed the Investment Portal, designed with advisers and clients at the forefront. The portal combines live portfolio data with interactive features, allowing users to explore performance, compare against benchmarks, and access tailored insights instantly.

Collaborative development and iterative testing

The development process was highly collaborative. Atlantic House worked closely with Toca in an iterative test-and-learn approach, designing, building and refining features step by step. Each feature was tested and refined with advisers to make sure it met real client needs. This took significant time and effort from Atlantic House, reflecting its commitment to a portal tailored precisely to its clients. Toca’s low-code platform made it easy to build, adapt and change without losing significant development time, giving the flexibility to deploy new features quickly while reducing technical barriers.

API integration for real-time portfolio data

At the heart of the Investment Portal is a robust API integration with FactSet, so real-time portfolio data flows seamlessly into the application. This replaced static, inflexible reports with a dynamic, interactive view that advisers and clients can explore at any time.

Interactive dashboards

Interactive dashboards let users track portfolio performance over time, drill into asset allocations, and compare against benchmark indices. Advisers can then give clients more detailed, personalised guidance.

Each adviser has their own white-labelled view that changes dynamically to give that personal approach.

Market commentaries and document sharing

Advisers can upload updates, market commentary and supporting documents for clients to access instantly. This streamlines content delivery, replacing email and PDFs while keeping information timely and relevant.

Events and multimedia content

The portal supports announcements for events, webinars and podcasts, giving advisers and clients a richer, more engaging experience.

Admin portal

The admin portal lets Atlantic House manage users, portfolios and content independently, without external support. This improves operational efficiency and means the portal evolves in line with client needs.

Flexible and composable architecture

Using a composable architecture, Atlantic House built a portal that is scalable, adaptable and ready for future enhancements. The result replaced static reports with an interactive portal aligned with how advisers and clients engage with portfolio information.

Results: enhanced client experience and operational efficiency

The Investment Portal has transformed how Atlantic House delivers portfolio insights to advisers and clients. By moving away from static reports and PDFs, the portal gives real-time access to interactive portfolio data. Advisers can provide more personalised guidance, while clients can explore their investments with confidence.

Advisers now spend less time manually generating reports and interpreting data, so they can focus on strategic client engagement. The intuitive design and interactive dashboards make it easier to access performance insights, compare against benchmarks, and deliver tailored recommendations.

Clients now enjoy a more transparent and timely experience. Market commentaries, events and multimedia content such as podcasts are delivered through one portal, making it easier for clients to stay informed and engaged.

The portal’s adaptable design and admin controls let Atlantic House respond quickly to evolving client needs, roll out new features independently, and maintain a consistent, professional experience without relying on external technical support.

“Working with Toca allowed us to produce and manage our own technology stack. Where previously we were forced to select from ‘off the shelf’ systems, which were inflexible and expensive, creating our own technology centre allowed us to develop exactly what we wanted for our clients. We are constantly developing new features and upgrades, and the Toca system allows us to do this effectively.”

Chris Holdoway, Head of Investment Management, Atlantic House

Next steps: building on a foundation for multi-asset portfolio excellence

The successful launch of the Investment Portal has created a strong foundation for ongoing innovation at Atlantic House. The portal’s adaptable design lets the team keep developing features that meet evolving client expectations and enhance portfolio insights.

Atlantic House and Toca continue to collaborate, so the portal evolves alongside client needs and market trends. The partnership shows how a bespoke, iterative approach enabled by low-code technology can help organisations deliver a customer-centric, modern investment experience.

“Toca have been responsive and professional at all stages, whether it is discussing creative objectives with loosely defined specifics, or working to a very specific list of requirements. We enjoy working with them and look forward to developing with them in future.”

Chris Holdoway, Head of Investment Management, Atlantic House

Find out more about Atlantic House at atlantichousegroup.com.

“We value our collaboration with Atlantic House, and we have built a strong working relationship with the Atlantic House team, providing an example of how Toca’s low-code platform can drive rapid, impactful digital transformation.

The agile nature, combined with the low-code platform, enabled the two teams to create a quick, bespoke solution. I am looking forward to continuing the partnership in the future.”

Keith Sutton, Sales Director, Toca.io

About Toca

Toca’s low-code enterprise development platform accelerates the creation of integrated apps and automation, enabling businesses like Atlantic House to innovate rapidly and deliver high-value solutions. By combining speed, flexibility and scalability, Toca helps organisations transform operations and improve client experiences.

Want to know more about this collaboration, or see how Toca can help your company? Email sales@toca.io or visit toca.io.