Flexibility is at the heart of our investment offering. With over 4,0001 investment options available, we cater for clients with different investment needs – whether they’re building savings, approaching retirement or taking an income. 1As at 31st December 2019
We offer a range of collectives which can be used across product wrappers. You can set up online model portfolios and build bespoke investment strategies.
The aim is to help you create comprehensive investment solutions for your clients, quickly and efficiently – whether you’re catering for complex needs or more mainstream investment requirements.
Building portfolios
We make it easy for you to build client portfolios, helping you research, monitor and compare investments, so you can make the most of the wide choice available.
We also let you build fund shortlists, create model portfolios, set up automatic rebalancing, and analyse a client’s overall asset mix.
The value of investments may go down as well as up. Clients may get back less than they invest.
