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.
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.
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.
Just some features of our core and fully bespoke solutions.
We’re happy to explore a range of commercial options, to ensure the solution offers the best fit for your business and clients.
Configure the platform to show the icons and terminology that resonate with your clients and staff.
Your brand can extend to a SIPP and ISA, and be visible throughout the platform and across its associated literature and reports.
We run all the key platform functions in house, to maximise efficiency and help minimise risk.
We deal directly with the market, giving us greater control over executions to help enhance client returns.
We deal directly with the market, giving us greater control over executions to help enhance client returns.
Your team can be trained by our specialist platform consultants.
We govern our white-label relationships with friendly formality, to ensure collaboration on all technological, operational, regulatory and commercial considerations.
Access to a wide range of DFMs via the platform, whether model portfolio or bespoke offerings.