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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Our team

Leith Thomas
CEO
Leith Thomas - CEO
Leith Thomas
CEO
Ian Bailey
Business Development Manager
Ian Bailey
Business Development Manager
Jackson Tidswell
Client Support
Jackson Tidswell
Jackson Tidswell
Client Support
Michelle Oswald
Tax Consultant
Michelle Oswald
Michelle Oswald
Tax Consultant
Clancy Carr
Marketing Coordinator
Clancy Carr
Marketing Coordinator