Model portfolios

This platform service can allow an adviser to establish and manage model portfolios where appropriate to the investment proposition you offer your clients.
We have established relationships with some leading DFM firms as shown here, but can work with most other Discretionary Fund Managers as well.
Once established, asset allocations and investment composition can be changed at any time for one or all model portfolios providing excellent flexibility and without any switching charges.
And if an established model portfolio is appropriate for a new client, this can be selected online and the application pre-populated with the appropriate mix of investments.