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.
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.
Call our team today
Whether you're looking to start using our service, or simply have a question for us, we're just a phone call or email away. Lines are open 9am to 5pm Monday to Friday. To help us improve our service, we may record or monitor calls.
For Wealthtime platform queries, call
0345 680 8000
For Wealthtime Select platform queries, call
01725 512 925