M&G Wealth Platform
The M&G Wealth Platform supports your investment proposition,
with the breadth and flexibility to meet your clients' needs as they
adapt and change.
Technical summary
Family linking
Spouses / civil partners, children, parents, grandparents and grandchildren's portfolio values can be consolidated to calculate the group annual platform charge, with charges applied proportionately.
Model portfolios
Build and manage a range of model portfolios. From Model Portfolio Service funds, advisory and full discretionary from advisers or DFMs.
Whitelabelling
Supporting your brand and proposition along with a range of services and features to provide a smooth, consistent and rewarding client experience.
Cash management
Manage cash in the way that works best for you and your clients. Set aside cash, protect cash from rebalances or use a cash account.
Third party integrations
We integrate with specialist partners to help keep your business efficient and connected while delivering tools and functionality to give clients a great investment planning experience.
Reporting
Access to full audit trail for each client account as well as a comprehensive Management Information (MI) reporting suite.
DFM access
We host over 100 DFMs on our platform, ranging from the big brands to specialist boutiques. If your preferred DFM isn't available, talk to us and we'll look to include it subject to agreement with them.
In-house dealing
We’re one of the few platforms with its own in-house exchange dealing desk. As a member of the London Stock Exchange, we can deal intraday so aren't limited to once a day bulk trades.
Discover the platform
New business application
Trading and model portfolios
Top-ups and money out
Platform in numbers
Pricing & charges
One platform price, no additional charges; no SIPP fees, no drawdown fees, no model portfolio fees and no exit fees. The single charge is based on the value of investments and cash in the portfolio and includes any taxes that may apply.
0.30%
Up to and including £1m*
0.10%
From £1m up to and including £3m
0.06%
From £3m up to and including £5m*
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Contact us
Sales Team
If you’d like to know more about how M&G Wealth can
support your business, our experienced staff are here to help.
Platform Customer Services
Please get in touch if you need help with the platform
or have any questions.