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You asked for access to your investment partners

Date: 27 June 2021

We acted: giving you a dedicated portal for discretionary managers.

Our platform now gives you more choice with a new portal for discretionary managers, so that you can work with partners that are right for you and your clients.

Here are some more ways the new portal can help you:

  • We facilitate a broad range of discretionary managed services.
  • You can access multiple discretionary investment managers to tailor your client proposition.
  • Advisers with discretionary permissions can also benefit from the new portal.
You can choose a partner that's right for your clients

Three things to know about your new portal for discretionary managers

  1. The new portal allows discretionary investment managers to publish their portfolios to advice businesses, via the portal.
  2. When you are placing an instruction on the platform you’ll be able to select a specific tab that will include the discretionary portfolios that have been published to your business. This means you can access everything you need in one simple location.
  3. When your clients invest in the discretionary portfolios, any fee levied by the discretionary investment manager will be deducted from the portfolio and paid directly to the discretionary investment manager, separately from any adviser fees that you have agreed with your clients. This means you can rest assured knowing we’ll manage the fee payment for you.

Would you like to work with your chosen investment partner on our platform?

We provide access to discretionary investment managers when advisers need it, so please speak to us today to find out how we can help you.

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