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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 flexibility
and diversification

Multi-asset funds offer
flexibility and diversification

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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Managed
Growth Funds

Managed Growth Funds

  • A straightforward range of five multi-asset funds, independently risk rated to help choose the right option for your clients.
  • Designed to deliver a value for money solutiion to meet clients’ retirement and investment needs.
  • Diversified across global equities, bonds and REITs and benefitting from dynamic asset allocation and robust governance.
More on Managed Growth funds
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Horizon
multi-asset funds

Horizon multi-asset funds

  • 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 distinctive investment process with established performance since 2013.
More on Horizon Funds
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Multi-asset
funds on platform

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.
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Our investment expertise

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Investment expertise

Learn more about Scottish Widows expertise behind the Managed growth funds and Horizon funds; from asset allocation approach, portfolio implementation and how we invest responsibly.

Find out more
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Meet the team

Behind every investment decision is our experienced team, find out more about them and how we aim to help you deliver better outcomes for your clients.

Meet the team
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Our latest insights

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.

View insights

Designed to help you work faster
and more efficiently

Designed to help you
work faster and more efficiently

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Our Platform is built on modern 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.
Explore our tools

Get started today

Experience the difference that our innovative digital technology can make. If you’re not yet part of the Scottish Widows Platform, book a demo to learn more about how we can support you.

Experience the difference that our innovative digital technology can make. If you’re not yet part of the Scottish Widows Platform, book a demo to learn more about how we can support you.

Book a demo

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

Service and support

We understand that exceptional service is as crucial as innovative technology, and we are committed to providing high-quality service and support.

We understand that exceptional service is as crucial as innovative technology, and we are committed to providing high-quality service and support.

Our service support