You can access a range of model portfolios from Discretionary Fund Managers (DFMs) or build your own model portfolios if you prefer.
Comprehensive investment research, client risk assessment and portfolio rebalancing tools are also available to help provide all round support for you in meeting your client needs.
DFM model portfolios
Our DFM partners each have an excellent reputation for putting together model portfolios and managing them on an ongoing basis to meet a stated investment objective. Through our platform they can already access more than 4,000 investments for this purpose and more are being added on an ongoing basis. These are our live DFM partners at April 2017 and we have five others already signed up to go live in the coming months.
For each DFM’s range of Model Portfolios, asset allocation and stock selection is managed by the DFM including ongoing rebalancing as required.
Our partners each offer portfolios designed to meet different types of client needs. You select which portfolio(s) are suitable for your client and keep this under review.
Or build your own
If you prefer you can create and manage your own bespoke model portfolios, delivering the right setting for performance to match the goals and attitude to risk of your particular client bank.
To help you in this we provide:
- Access to our asset selector, portfolio manager and x-ray tools, all provided by Morningstar
- Functionality that quickly and easily lets you manage regular portfolio rebalancing.