Your platform. Your DFM Relationship
Our proposition is built on a unique combination of flexible investment functionality. This includes an unrestricted choice of assets and DFMs, inclusive pricing, plus in-house, exchange dealing capability.
Model Portfolio Service with DFMs
We offer access to a wide universe of assets, truly inclusive pricing and in-house stockbroking. This means our platform enables DFMs offering model portfolio services to deliver sophisticated solutions for clients without them having to pay the price.
Access for Bespoke DFMs
If you've got a client with complex investment needs, requiring a DFM with bespoke investment services, then our platform offers open architecture. So that means all your clients are in one place, under one custody, with one simple price for them.
Access to a list of DFMs
You can choose from a range of DFMs to manage your client portfolios on the wrap platform.
Please contact your Business Development Manager for more information.
The simplest pricing
Our platform's transparent truly 'all-in' structure is designed to make it easier for you and your clients to understand the total cost of ownership without having to worry about additional costs racking up over time.
No extra charge for dealing with us
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.
Access to the widest range of DFMs
You'll have access to 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. We're also the only platform for Direct Access DFMs
Discovering more about the platform
Want to know more about the ins and outs of the platform?
Speaking to a member of our team
Get in touch with the Business Development team and they'll be happy to help.