How It Works
From registration to first signature in four simple steps
Register Your Firm
Sign up in minutes. We'll verify your FCA credentials and get you onboarded quickly.
Add Your Clients
Import existing clients or add new ones. Our system integrates with your existing workflows.
Create Cases
Use our form builder to create applications. Documents are auto-generated and ready for signing.
Collect Signatures
Send for digital signatures via PandaDoc. Track progress in real-time with instant notifications.
Powerful Features for Modern Advisers
A complete platform designed specifically for Independent Financial Advisers working with Self-Invested Personal Pensions.
Secure Document Management
Manage all your client documents in one secure, centralised platform. Upload, organise, and access files with enterprise-grade security.
Digital Signatures
Send documents for secure digital signing via PandaDoc. Track signature status and receive instant notifications when complete.
Client Portal
Give your clients their own secure portal to view holdings, track applications, and communicate directly with your team.
Case Management
Track every case from start to finish. Monitor progress, set deadlines, and ensure nothing falls through the cracks.
Compliance Ready
Built with FCA compliance in mind. Complete audit trails, secure storage, and data protection you can rely on.
Expert Support
Our dedicated team of SIPP specialists are here to help. Get expert support when you need it, however you need it.
What Our Partners Say
Join hundreds of financial advisers who trust atsipp for their SIPP administration
“atsipp has transformed how we manage SIPP cases. The digital signing feature alone has saved us countless hours.”
“The client portal is excellent. Our clients love being able to track their applications and view their holdings online.”
“Finally, a SIPP platform that understands what advisers actually need. The support team is incredibly responsive.”