Build your own model portfolios

Our extensive investment range helps you build powerful model portfolios that are suitable for a broad range of client needs. Whether your clients are accumulating wealth or withdrawing income with a focus on making their wealth last longer, we have a solution to suit their needs.

Our sophisticated investment functionality enables you to create, store and manage your model portfolios easily and efficiently, allowing you to focus on deepening your client relationships.

Diverse investment
options

A wide choice of diverse investment solutions giving you the flexibility you need to fulfil your clients’ investment strategies, including Scottish Widows Managed Growth Funds and Horizon Multi-Asset Funds.
Over 6,900 mutual funds from over 280 fund managers, and around 3,000 exchange-traded assets, including listed securities and investment trusts.
Move client funds easily between model portfolios and other investments without the need to open and close accounts or secure a wet client signature.

Greater scale
and efficiency

We undertake rigorous assessment of funds available on our Platform to give you and your clients confidence they are fit for purpose and provide value for money.
We offer free and impartial investment research through The Adviser Centre, including select fund lists, sector perspectives, market reviews and more. This helps you make informed fund choices for your clients.

Better customer
outcomes

Create compelling, transparent, customised client reports to support engaging client conversations.
Real-time data lets you analyse your client portfolios and enables you to make informed investment decisions.
Easily adjust your clients’ investment or income strategy to suit their changing needs, without the requirement for paperwork or obtaining signatures.

Connect with
investment expertise

Easily create model portfolios by uploading data, removing the need to re-key information, saving you time and reducing the risk of errors.
Set up automatic rebalancing by frequency, tolerance or both, or choose to rebalance on an ad-hoc basis.
Our investment functionality lets you build portfolios smoothly, with full reporting to easily manage your models.

Diverse investment solutions

A wide choice of diverse investment solutions giving you the flexibility you need to fulfil your clients’ investment strategies, including Scottish Widows Managed Growth Funds and Horizon Multi-Asset Funds.
Over 6,900 mutual funds from over 280 fund managers, and around 3,000 exchange-traded assets, including listed securities and investment trusts.
Move client funds easily between model portfolios and other investments without the need to open and close accounts or secure a wet client signature.

Greater scale and efficiency

We undertake rigorous assessment of funds available on our Platform to give you and your clients confidence they are fit for purpose and provide value for money.
We offer free and impartial investment research through The Adviser Centre, including select fund lists, sector perspectives, market reviews and more. This helps you make informed fund choices for your clients.

Better customer outcomes

Create compelling, transparent, customised client reports to support engaging client conversations.
Real-time data lets you analyse your client portfolios and enables you to make informed investment decisions.
Easily adjust your clients’ investment or income strategy to suit their changing needs, without the requirement for paperwork or obtaining signatures.

Connect with investment expertise

Easily create model portfolios by uploading data, removing the need to re-key information, saving you time and reducing the risk of errors.
Set up automatic rebalancing by frequency, tolerance or both, or choose to rebalance on an ad-hoc basis.
Our investment functionality lets you build portfolios smoothly, with full reporting to easily manage your models.

We offer access to The Adviser Centre, well known investment specialists who provide in-depth research and assist advisers in developing and maintaining their investment propositions by offering:

Free and impartial investment research.
Select fund lists, sector perspectives, market reviews and more.
Expert insight helping to explain and contextualise funds, supporting advisers to make informed choices for their clients.

Visit The Adviser Centre

Enjoy expert insight, the latest market updates and economic views from industry experts to help you stay informed of what’s topical in the market
Investment Matters, our quarterly newsletter discusses changes in the political and economic backdrop and an overall market review.

Read our latest insights

An award-winning platform
designed for advisers

A user interacts with a laptop displaying the Scottish Widows Platform, featuring options like withdrawal, investments, and account transfers.

With us, you are in control of your clients’ investments. Our technology offers:

A seamless experience, ensuring ease of use and efficiency in managing your investments and reporting.
Our secure, powerful platform connects smoothly into your existing back-office systems.
We’re fully digital and offer over 50 straight through processes to drive maximum efficiency.
We offer tools from EVPro* and FE FundCentre, alongside our integrated Capital Gains Tool, to help you scenario plan and access comprehensive insights effortlessly.
Create compelling, customised and branded client reports, at account or product level, that are easy to understand. The report includes summaries of product holdings and activity, transactions and performance.

* Please talk to your Business Development Manager about accessing EVPro.