Next Generation Platform

Take the money your clients pay to third-party businesses and turn them into profits for your business without increasing client costs

Set your own pricing
Build a Competitive Advantage
Reduce Your Workload
Dismiss Big Brothers e.g. REs & Custodians
Achieve Scale
Enjoy High Profitability

PortfoliosDirect

Better for your clients and your business

Your own Managed Account service

Build (or re-brand) your own asset-based portfolios

and/or

Build (or re-brand) your own risk-based portfolios

Unlimited number of clients

Bulk Rebalancing

  • Implement changes across your entire client-base in minutes.

Model Portfolios

  • Separately Managed Accounts (SMA) and Individually Managed Accounts (IMA)

Individual HINs

  • No pooling of client assets. Each client has “legal” ownership and their own unique Holder Identification Number (HIN).

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Learn more about our Direct Platform?

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Our team