Our proposition is built on a unique combination of flexible investment functionality. This includes an unrestricted choice of assets and DFMs, inclusive pricing, plus in-house, exchange dealing capability.
We offer access to a wide universe of assets, truly inclusive pricing and in-house stockbroking. This means our platform enables DFMs offering model portfolio services to deliver sophisticated solutions for clients without them having to pay the price.
If you've got a client with complex investment needs, requiring a DFM with bespoke investment services, then our platform offers open architecture. So that means all your clients are in one place, under one custody, with one simple price for them.
You can choose from a range of DFMs to manage your client portfolios on the wrap platform.
Please contact your Business Development Manager for more information.
Our platform's transparent truly 'all-in' structure is designed to make it easier for you and your clients to understand the total cost of ownership without having to worry about additional costs racking up over time.
If your DFM is dealing on the markets, there is no extra charge when using our platform. We can deal in real time when the markets are open, meaning they have control of when they buy or sell.
You'll have access to over 65 DFMs on our platform. Can't find the one you're looking for? Let us know and we'll see what we can do. We're also the only platform for Direct Access DFMs