Turn our expertise into your edge
Keeping up with the regulatory landscape can be time-consuming, so it’s no surprise that advisers are increasingly turning to outsourcing solutions. We understand this challenge, offering multi-asset model portfolios and funds, along with all the help you need, to help lessen the burden of modern-day portfolio management and give you time back to focus on your clients.
Advisory MPS
We manage the models while you manage the client portfolio, ensuring it remains aligned. Retain control of rebalancing and model updates.
MPS charge: 0%1
OCFs from: 0.37%2
Transcript
Discretionary MPS
We manage the client’s portfolio, allowing you to focus your time on the things that matter most, such as the all-important client relationship.
MPS charge: 0.10%
OCFs from: 0.48%2
Transcript
Multi-asset funds
Single, multi-asset fund-of-funds, providing maximum simplicity as well as a cost-efficient way to gain exposure to active fund management within a portfolio.
MPS charge: n/a
OCFs from: 0.25%2
Transcript
Solutions by investment goal
We know that your clients have a variety of investment goals. To help you, we offer a comprehensive range of outsourcing options designed to meet those different needs. Explore the products below.
Solution | Portfolios | MPS charge | OCFs from | Risk ratings | Availability | Learn more |
---|---|---|---|---|---|---|
Advisory MPS | 9 models | 0.0% | 0.37% | Defaqto, EV, FinaMetrica, Synaptic | 14 platforms | Explore › |
Discretionary MPS | 6 models | 0.10% | 0.48% | Defaqto, Dynamic Planner, EV, FinaMetrica, Synaptic | 8 platforms | Explore › |
Funds | 10 funds | N/A | 0.25% | Defaqto, Dynamic Planner, EV, FinaMetrica, Synaptic | 16 platforms | Explore › |
Solution | Portfolios | MPS charge | OCFs from | Risk ratings | Availability | Learn more |
---|---|---|---|---|---|---|
Advisory MPS | 3 models | 0.0% | 0.45% | Defaqto, EV, FinaMetrica, Synaptic | 14 platforms | Explore › |
Funds | 1 fund | N/A | 0.45% | Defaqto, Dynamic Planner, EV, Synaptic | 15 platforms | Explore › |
Solution | Portfolios | MPS charge | OCFs from | Risk ratings | Availability | Learn more |
---|---|---|---|---|---|---|
Discretionary MPS | 4 models | 0.10% | 0.59% | Dynamic Planner | 2 platforms | Explore › |
Funds | 1 fund | N/A | 0.45% | Defaqto, Dynamic Planner, EV, Synaptic | 15 platforms | Explore › |

How we support you
To support you in onboarding our solutions, as well as ongoing client management, we’ve created an online portal, Basecamp. Through this you can access everything from portfolio data to client-facing collateral and regular reports to enhance your clients’ experience. We now also offer direct integration with intelliflo office through their app store.