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 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
- 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.
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.
