We make it easy to find investments, build portfolios and monitor performance over time. We help you make the most of our extensive range of investment options, so you can design tailored, scalable propositions that meet your clients’ needs.

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Research investments

Browse and compare investments, view fund information such as charges, holdings and objectives, and monitor performance in our research centre.

Set up shortcuts

Build bespoke fund ranges at network, firm or individual adviser level.

Build online model portfolios

Design, monitor and update models, unique to your clients, using simple model portfolio functionality - providing an efficient, repeatable and scalable investment process for your business.

Use automatic rebalancing

Maintain the required asset mix without manual intervention. Rebalancing can be set up on an annual or quarterly basis.

Scan portfolios

See how the investments in your clients’ portfolios work together. Our portfolio scan functionality offers tailored reporting so you can see the asset mix, performance and holdings at a portfolio level.

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