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.
New business application
Trading and model portfolios
Top-ups and money out
A family group, including spouses, civil partners, cohabitees, parents, children, grandparents, grandchildren and step relations may benefit from a discount on our platform charge. Helping your wealth planning proposition reflect the shape and dynamic of modern families.
Meaning more opportunity for you. More discounts for your clients. More value for everyone. Easily managed all in one place.
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 secure the best possible price and a better deal for your clients.
Flexibility of choice on products, funds and portfolio construction M&G Wealth can support your choice:
Ring-fence cash in whatever way works for you and your clients