Empowering advisors through best in class manager selection, governance, model portfolios and reporting
Current Business Model
Independent advisors can provide advice and sell products from any provider right across the market. This service should be paid by the end investors , to ensure recommendations are objective, unbiased and in their best interest. These recommendations are tailored to each client’s circumstances and financial goals.
Who is it for?
These services are suitable for all investors; however, it is bespoke and therefore quite costly to implement. For this reason, most financial institutions provide this to High Net Worth Individuals only.
What are the Risks?
Advisors are liable to the accuracy, quality and suitability of their recommendations to clients who are protected by law.
How We Can Help
We will be your partner to provide an investment proposition that includes Best-of-Breed Manager Selection to choose from, Asset Allocation, ongoing governance that is compliant with the new regulations as well as custom alerts on portfolios.
Outsourcing the governance of your investment proposition will ensure protection of your recommendations and allow you to focus on your higher value-add services such as financial planning, suitability for your clients, as well as pre-trade and post-trade services.