To manage my clients' investments myself and be able to create models, select funds and make my own investment choices.
To be able to work with expert DFMs with a platform that is simple for us all to work together.
To keep things as simple as possible with an investment proposition that keeps it simple for me to manage my clients.
With access to over 3800 funds, EFTs, Investment Trusts and Equities.
To adapt to your clients ever changing needs and the markets ups and downs.
With access to a wide universe of assets, truly inclusive pricing and in-house stockbroking, our platform enables DFMs to deliver sophisticated solutions for clients.
If you've got a client with complex investment needs, that requires a DFM with bespoke investment services, our platform will support this. So that means all your clients are in one place.
You'll have access to over 65 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 also support bespoke DFMs.