In addition to accessing our services directly, we are also pleased to offer a range of our award-winning model portfolios via a growing selection of third party platforms. Just click each platform below for more information about which portfolios are available and how to access them.
Our Active and Sustainable World model investment portfolio ranges are Defaqto risk-rated, which enables us to provide a comprehensive offering to advisers. Defaqto is an independent financial information business, helping financial institutions, financial advisers and consumers make better informed decisions. We are proud to offer a Defaqto Gold DFM Service, and Five Stars MPS Proposition.
Our Sustainable World model investment portfolio range is risk profiled by leading risk-profiling assessment tool, Dynamic Planner, which enables advisers to better match their clients to the most suitable investment portfolio for their needs.
Our entire suite of model investment portfolios is available via FE Transmission which enables IFAs to compare us against our competitors more efficiently. Advisers can request licences from us to run their own reports from FE thus providing a huge depth of service.
