Our partnership with financial advisers is based on a clear understanding that our role is to provide expert support to you, first and foremost, to ensure that you can spend time focused on your clients. We provide resources, technology and reporting to minimise your administration and maximise positive outcomes for your clients. Below are the latest reports and factsheets.
Portfolio look-through tool
This tool allows financial planners to create personalised MPS factsheets for proposals or to help support client reviews.
The FCA’s thematic review of the due diligence processes carried out by advisory firms on the products and services they recommend to clients highlighted the importance of a consistent approach. A robust process is driven by a uniform and consistent analysis of all elements of a discretionary fund manager’s (DFM) service and business. We believe this is best achieved using independent third-party sources to create a level playing field for researching DFMs.
