The beauty of our open architecture platform is its flexibility, allowing you to deliver the services advisers want for their clients.
Our asset gating function means we can support any preferential pricing arrangements that you have negotiated with fund managers. And, our split wrapper capability allows advisers to use multiple DFMs for a single client, giving more opportunity for DFMs to write business.
We also offer a sophisticated and low cost proposition capability - MPS can seamlessly include ETF, Investment Trust and direct equity.
In-house exchange dealing capability means we trade these assets intraday, typically delivering improved pricing.
If you're a discretionary fund manager who'd like to partner with us email our investment partnerships team to find out more.
We know how important it is to complete your checks on us and how we work. So we've gathered together information to help you make the right decision in who you partner with. You can also find a copy of our Discretionary Fund Manager Authorisation form.
For information about us as a platform and more due diligence documents visit our About us page.
Information you need to know about our platform and how we can support your business and clients.
This form is for clients who have an existing Platform Account and want it linked to a DFM managed portfolio.