image of the Scottish widow

WHERE

INNOVATION

MEETS

DIVERSE

INVESTMENT SOLUTIONS

image of the Scottish widow

WHERE

INNOVATION

MEETS

DIVERSE

INVESTMENT SOLUTIONS

POWER YOUR INVESTMENT PROPOSITION WITH SCOTTISH WIDOWS PLATFORM

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.

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BUILT FOR YOU

BUILT FOR YOU

BUILT FOR YOU

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.

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BUILD YOUR OWN

BUILD YOUR OWN

BUILD YOUR OWN

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.

BUILT FOR YOU – READY TO USE INVESTMENT SOLUTIONS

Outsourcing your investment proposition management to industry experts can be a clever strategy to free up your time, whilst reducing risk in your business.

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MODEL PORTFOLIOS

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.

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MULTI-ASSET SOLUTIONS

Access an extensive range of multi-asset solutions, including the Embark Horizon Multi-Asset Fund range and Investment Pathways giving you flexibility to meet a variety of clients’ investment strategies.

BUILD YOUR OWN – MANAGE YOUR OWN INVESTMENT SOLUTIONS

Run your investment proposition easily and efficiently, and if you need support to build your own model portfolios, our expertise and insight can help.

  • Choose from an extensive range of diverse investment options, including over 6,900 mutual funds from over 280 fund managers, and 3,000 exchange-traded assets including listed securities and investment trusts.
  • Our intuitive technology allows you to build and run your model portfolios with ease, with integrated tools and comprehensive reporting to support your business needs and providing full client transparency.
  • The Adviser Centre offers free expert support to build your portfolios with market-leading insight, expert fund research and specialist support to help you make informed choices for your clients.

INNOVATIVE TECHNOLOGY BACKED BY EXPERTISE

Powered by the latest technology, our award-winning platform offers paperless, signature free processes to simplify managing your clients’ investments.

White key line icon of a magnifying glass with a person in the centre
White key line icon of a magnifying glass with a person in the centre
Comprehensive, integrated client reporting and helpful tools complement market-leading data integrations that run seamlessly into your back-office systems to power engaging client conversations.
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An in-house design team are able to enhance our easy-to-use user interface in response to adviser feedback.
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White circular key line icon of an arrow with a person in the centre
A support network that is tailored to your needs and can include dedicated business development managers, investment specialists, expert views and market insights.

THE ADVISER CENTRE – IMPARTIAL, MARKET LEADING FUND RESEARCH

Deep red keyline icon of investment performance graph with two arrowed lines moving in an upward trend
Deep red keyline icon of investment performance graph with two arrowed lines moving in an upward trend

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.

PARTNER WITH US

We’d love to work with you and help you deliver great value and outcomes for your clients. Get started by partnering with us.

We’d love to work with you and help you deliver great value and outcomes for your clients. Get started by partnering with us.

OUR PRODUCTS

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.

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.