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Whether your investment proposition features multi-asset funds, discretionary managed model portfolios, or you build your own model portfolios, we can offer you a solution to suit your needs.
Our state-of-the-art technology offers fully streamlined processes connecting you to the tools and reporting you use every day so you can easily run your investment proposition, leaving you time to focus on delivering your clients’ financial goals.
Managing your central investment proposition and achieving a diverse range of financial objectives can be demanding.
Working with investment specialists means you can benefit from ready-to-use solutions that save you time, allowing you to concentrate more on client relationships.
Discover more about our comprehensive range of discretionary managed model portfolios and our multi-asset solutions.
We know your centralised investment proposition needs to cater to various clients and their needs.
If you run your own model portfolios, you can access a wide range of investment solutions and the latest technology to easily manage your investment proposition.
We can help you access free fund research, expertise and insight from The Adviser Centre if you need support to develop your own model portfolios.
Outsourcing your investment proposition management to industry experts can be a clever strategy to free up your time, whilst reducing risk in your business.
Access a wide range of model portfolios from over 80 discretionary fund managers.
We also offer 10 risk rated model portfolios from Morningstar with no model portfolio charge to your client.
Run your investment proposition easily and efficiently, and if you need support to build your own model portfolios, our expertise and insight can help.
Powered by the latest technology, our award-winning platform offers paperless, signature free processes to simplify managing your clients’ investments.
The Adviser Centre is designed to reside at the heart of your decision-making process helping you make informed choices for your clients. They offer independent free fund research, market leading insight and expert support to help build your investment proposition. They also provide specialist impartial advice and consultancy services on a range of areas to firms of all sizes.
View the reports for the funds your clients invest in our Platform. You’ll also find Embark Group TCFD report here Platform Funds TCFD Reports.
We’d love to work with you and help you deliver great value and outcomes for your clients. Get started by partnering with us.
All of our Accounts are designed to be managed by you, with nearly all transactions completed digitally and no need for a wet client signature.
