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.
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.
