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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.
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.
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.
At Scottish Widows we love to share our expertise to help your advice process and your clients.
For topical insight and news from our investment experts, and our view on latest trends in the adviser platform market, please visit our insight hub.
This is where you’ll find our latest vodcasts, Confidence Barometer, and Paraplanner Survey.
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.