Our proposition is solutions based, rather than product focused, and looks at what you are trying to achieve in multiple areas. We will work with you to gain an understanding of your needs so that we can shape a solution that works for both your business and clients.
Our service proposition can support you in the following areas:
- Undertaking in-depth due diligence to fully understand your business requirements.
- Creating an investment proposition that takes anticipated regulatory requirements into account.
- Designing the investment proposition to match your segmented client demographic.
- An online 24-hour reporting platform enabling all parties to view portfolio positions and performance at any time.
- An online investment proposal generator, allowing the adviser to create personalised investment illustrations for clients, with access to management information.
- Client facing brochures.
- Market commentary.
- ‘Reasons why’ positioning aids.
- Access to proprietary research.
Administration and reporting
- Fee processing, with in-depth reporting on cash accounts and commission statements.
- Access to a dedicated support team.
- In-depth training and services overview demonstration.
- Client events/hospitality.
- Investment proposals.
- Joint client pitches/presentations.
Investment proposal generator
Our investment proposal generator allows you to create personalised proposals for clients considering the International Managed Portfolio Service.
Access the proposal generator here
- Personalised according to investable sum, corporate entity, risk-rated investment strategy and currency.
- Pipeline management.
- Single-step entry process.
- Storage of past proposals.
- Access to management information.
- 24-hour access.