Support to build a client-centric proposition that’s based on individual suitability
Our branding service allows you to customise the platform as your own, helping you to connect with your clients.
We can control when orders are placed, securing the best possible price and a better deal for your clients.
We have the breadth of choice and flexibility to suit you and your clients.
We support your relationship with your clients which is why we’ve created some helpful information, about the M&G Wealth Platform, for you to share with them or to direct them to on a dedicated website.
We’ll let them know about our simple pricing and some of the reasons you might have chosen to use the M&G Wealth Platform to help you manage their investments online.
You can choose from an extensive range of Discretionary fund managers (DFMs) to manage your client portfolios on the platform. If your preferred DFM isn’t on the list please get in contact.
Our unbiased approach to products gives you access to a growing number of third party products, including Onshore Bonds, Offshore Bonds, SIPPs and SSASs in addition.
We integrate with a wide range of popular back office systems to help reduce your admin time.