MULTI-ASSET SOLUTIONS

Selecting a suitable investment strategy for your clients is key to help them reach their financial goals. Multi-asset solutions are designed to provide returns whilst balancing risk through a diversified portfolio. Choosing a ready to use strategy, managed by experts, can save you time and reduce risk in your business. While the experts look after your client’s investments, you can spend more time on personalised financial planning.

Multi-asset funds offer greater flexibility and asset class diversification which can help generate returns from the wider investment market and in different conditions. We offer a diverse range of multi-asset solutions, including those designed to grow capital or provide retirement income, giving you the flexibility to meet a variety of clients’ investment strategies and ultimately helping you deliver great value for money.

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MULTI-ASSET FUNDS ON PLATFORM

  • Choose from an extensive range of multi-asset funds, including passive and actively managed strategies.
  • Ability to hold multiple funds alongside model portfolios and exchange traded assets, all in one wrapper account.
  • Deals automatically placed upon completion of transfers and the receipt of contributions.
  • Choose from an extensive range of multi-asset funds, including passive and actively managed strategies.
  • Ability to hold multiple funds alongside model portfolios and exchange traded assets, all in one wrapper account.
  • Deals automatically placed upon completion of transfers and the receipt of contributions.
  • Choose from an extensive range of multi-asset funds, including passive and actively managed strategies.
  • Ability to hold multiple funds alongside model portfolios and exchange traded assets, all in one wrapper account.
  • Deals automatically placed upon completion of transfers and the receipt of contributions.
Image of an abstract blue world map with orange flashes on a digital screen with an overlay of an orange and blue investment chart moving in an upward direction

EMBARK HORIZON MULTI-ASSET FUND RANGE

  • Five active volatility managed multi-asset solutions, designed to help deliver your clients’ retirement and investment goals.
  • Risk profiled to easily choose the right option for your clients’ risk profile and needs.
  • Managed by industry experts through a unique investment process with established performance since 2013.
  • Five active volatility managed multi-asset solutions, designed to help deliver your clients’ retirement and investment goals.
  • Risk profiled to easily choose the right option for your clients’ risk profile and needs.
  • Managed by industry experts through a unique investment process with established performance since 2013.
  • Five active volatility managed multi-asset solutions, designed to help deliver your clients’ retirement and investment goals.
  • Risk profiled to easily choose the right option for your clients’ risk profile and needs.
  • Managed by industry experts through a unique investment process with established performance since 2013.
Young woman with long curly brown hair and wearing a yellow top sits on the floor in her house whilst looking at a tablet weighing up her investment options

INVESTMENT PATHWAYS

  • Our Investment Pathways are multi-asset solutions designed to broadly match investments to clients’ risk profiles and retirement goals.
  • Originally designed to help customers manage their investments, they offer you the convenience of ready-made investment strategies to suit clients’ needs.
  • Each pathway is carefully designed to align to how your clients might want to use their pension pot in the next five years.
  • Our Investment Pathways are multi-asset solutions designed to broadly match investments to clients’ risk profiles and retirement goals.
  • Originally designed to help customers manage their investments, they offer you the convenience of ready-made investment strategies to suit clients’ needs.
  • Each pathway is carefully designed to align to how your clients might want to use their pension pot in the next five years.
  • Our Investment Pathways are multi-asset solutions designed to broadly match investments to clients’ risk profiles and retirement goals.
  • Originally designed to help customers manage their investments, they offer you the convenience of ready-made investment strategies to suit clients’ needs.
  • Each pathway is carefully designed to align to how your clients might want to use their pension pot in the next five years.
image of people using the Scottish Widows platform on both mobile and laptop.

DESIGNED TO HELP YOU WORK FASTER AND MORE EFFICIENTLY

Our Platform is built on the latest technology with fully integrated tools to make managing your clients’ investment portfolios smooth and easy:

  • Buy, sell and switch quickly and easily – completely paperless and signature free.
  • FE +Digital solutions enable you to export platform investment holdings directly into FE, avoiding rekeying of data, saving time and reducing the risk of errors.
  • 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.
  • Our Recommendation tool helps you quickly produce a personalised client suitability letter or report to help explain to your clients why you’re recommending the Scottish Widows Platform.

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, a quarterly report discussing changes in the political and economic backdrop and overall market review.
  • We offer free and impartial investment research through The Adviser Centre, including select fund lists, sector perspectives, market reviews and more

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.

MODEL PORTFOLIO SOLUTIONS

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

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