Investment solutions for your clients
M&G Wealth Platform houses a class-leading range of investment choices, meaning you can support different clients through their own unique investment journey.
- Tax wrappers such as SIPPs, ISAs and for younger family members, Junior ISAs that anyone in the family can contribute to. And, General Investment Accounts (GIAs) for 'unwrapped' assets.
- Onshore and offshore bonds to suit all kinds of tax situations.
- A range of choices to support any growth strategy from one-stop multi-asset funds to theme-specific funds
- MPS and DFMs to navigate markets and manage risk levels as wealth grows as retirement approaches
- Smoothed funds, designed to grow your clients money while smoothing the ups and downs of investment markets
Flexibility to support your strategy
Everyone's business proposition is different, you shouldn't have to compromise yours because of what your platform can provide.
We've got you covered.
On the M&G Wealth Platform you have the freedom to manage your clients' investments yourself.
With access to over 3800 funds, ETFs, Investment Trusts and Equities there are options to meet all your clients’ needs; whether that is by selecting assets for client specific portfolios or by investing your clients’ assets in your own models.
The M&G Wealth Platform works with trusted DFMs to deliver sophisticated client solutions at competitive prices.
With access to a wide universe of assets, inclusive pricing and in-house stockbroking; DFMs can offer model portfolio services and 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.
We have over 100 DFMs on our platform, can't find the one you're looking for? Let us know and we'll see what we can do.
Our platform, your proposition
Click on the tiles below to discover more about our key platform features. Each developed to support you in delivering the right outcomes for your clients.
Family Linked Discounts
Our family groups can include spouses, civil partners, cohabitees, parents, children, grandparents, grandchildren and step relations. Helping your wealth planning proposition reflect the shape and dynamic of modern families. All Easily managed in one place.
In-house trading
We’ve been a member of the London Stock Exchange since 2008, meaning we can deal in real time the whole time the markets are open; we aren’t limited to placing bulk trades only once a day. By controlling when orders are placed we can work to secure the best price and a better deal for your clients.
Working in partnership
From a wide range of DFMs to help outsource your investment strategy to platform integrations designed to make your life easier. Take a look at the lists below to find out who we partner with.
