White-label platform solution that delivers certainty

The certainty of clear and transparent pricing.

The certainty of creating a long-lasting partnership, based on IFDL's proven track record.

And the certainty of a flexible investment solution to meet the needs of you and your clients.

Retail platform heritage

Our white-label solution is run by IFDL, part of the M&G Wealth Platform, which has a market leading range of assets and is owned by M&G plc, a leading international savings and investments business.

Expertise and support throughout

Our platform operations staff, including our dedicated white-label team, are on hand to provide practical, personal project management, along with training and technical support.

State of the art technology

All white-label customers are on our platform technology, Bravura’s Sonata.

We also have control over the user experience; meaning we can continually improve Model Portfolio functionality, branded outputs, intermediary screens and our stockbroking service.

Flexible platform building blocks

Just some features of our core and fully bespoke solutions.

Due diligence information

Innovative commercial options

We’re happy to explore a range of commercial options, to ensure the solution offers the best fit for your business and clients.

Adaptable front-end

Configure the platform to show the icons and terminology that resonate with your clients and staff.

White-label our in-house SIPP/ISA

Your brand can extend to a SIPP and ISA, and be visible throughout the platform and across its associated literature and reports.

Custody, operations, client services and finance

We run all the key platform functions in house, to maximise efficiency and help minimise risk.

In-house dealing

We deal directly with the market, giving us greater control over executions to help enhance client returns.

Third Party Products

We deal directly with the market, giving us greater control over executions to help enhance client returns.

Training and implementation support

Your team can be trained by our specialist platform consultants.

Ongoing relationship management

We govern our white-label relationships with friendly formality, to ensure collaboration on all technological, operational, regulatory and commercial considerations.

Discretionary Fund Management

Access to a wide range of DFMs via the platform, whether model portfolio or bespoke offerings.