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MODEL PORTFOLIO SOLUTIONS

Providing your clients with tailored investment solutions that align with their goals and attitude to risk is vital to helping you deliver better customer outcomes. That’s why we provide access to a range of Model Portfolios – expertly designed, curated, and managed by discretionary fund managers to help you meet your clients’ needs easily and efficiently.

Our award winning platform offers a diverse range of model portfolios available from over 80 discretionary managers to help you deliver better outcomes for your clients.

DIVERSE INVESTMENT OPTIONS

DIVERSE INVESTMENT SOLUTIONS

  • Choose the right model portfolios to meet each client’s unique needs, whether they seek long term growth, income generation or sustainable options.
  • Strategies include active management, passive or a blended approach.
  • Ability to hold multiple model portfolios and other investments, all in one wrapper account.

GREATER SCALE AND EFFICIENCY

GREATER SCALE AND EFFICIENCY

  • Our award-winning platform enables you and your discretionary fund manager to work smarter saving you time and helping you deliver value for money for your clients.
  • Seamless processes to easily select suitable model portfolios aligned to your client’s risk profile and requirements.
  • Your discretionary fund manager can smoothly build portfolios, with automatic or ad-hoc rebalancing and full reporting functionality to easily manage the models.

BETTER CUSTOMER OUTCOMES

BETTER CUSTOMER OUTCOMES

  • Transparent charges – platform, advice and investment charges are easy to explain to your client.
  • Move client funds easily between model portfolios and other investments without the need to open and close accounts or secure a wet client signature.
  • Real-time data and analytics enable you to make informed investment decisions and monitor your clients’ portfolios with precision and accuracy.

CONNECT WITH INVESTMENT EXPERTISE

CONNECT WITH INVESTMENT EXPERTISE

  • Benefit from the expertise of investment professionals as they make investment decisions, monitor returns, edit and rebalance model portfolios when required to ensure that model objectives are met.
  • Discretionary fund manager expertise is accessible to a wider range of clients as model portfolios accept lower levels of investment and are offered at lower cost than traditional bespoke discretionary fund management services.

DISCRETIONARY FUND MANAGERS ON OUR PLATFORM

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White keyline icon of a target

View the names and contact details of discretionary fund managers available on the Scottish Widows platform.

View our DFMs
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MORNINGSTAR MODEL PORTFOLIOS

Combining the asset allocation skills of EV and the fund selection expertise of Morningstar, your clients can access 10 risk-rated Morningstar Model Portfolios on the Scottish Widows Platform.

We are proud to offer these with no model portfolio charge to your clients, keeping costs down and enabling more of their money to be invested.

These portfolios are designed to cater to a diverse range of client needs, depending on their attitudes to risk, and can help save time, effort and the expense of building and maintaining your own portfolios.

Guide to Morningstar model portfolios

AN AWARD-WINNING PLATFORM DESIGNED FOR ADVISERS

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.

2023 FT Adviser 5 star winner award logo
2023 FT Adviser Readers choice award Winner logo
Moneyfacts Awards 2023 Winner Best Personal Pensions Provider logo
2023 Wealthtech 100 award logo
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Adviser Asset 2024 Platinum platform rating award image
Awards & Ratings

EXPERT INSIGHTS, RESEARCH AND SPECIALIST SUPPORT

  • 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 with an overall market review.
  • We offer free and impartial investment research through The Adviser Centre, including select fund lists, sector perspectives, market reviews and more.
Read our latest insights

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.

Get started

MULTI-ASSET SOLUTIONS

Find out more about our diverse range of multi-asset solutions that provide flexibility to meet a variety of clients’ investment objectives.

Find out more about our diverse range of multi-asset solutions that provide flexibility to meet a variety of clients’ investment objectives.

Explore multi-asset solutions