iMPS = control, efficiency and transparency

How much more wealth could you generate for clients by repositioning their investment portfolio on a monthly basis?

What if you could seek out new pockets of money and get your clients’ approval to move their assets - all at the touch of a button and with you overseeing the entire process?

Our game changing integrated Model Portfolio Service (iMPS) automatically determines when a client’s portfolio requires rebalancing, based on the parameters of their risk appetite. They are then sent an automated message via the client portal, seeking permission for you to reposition their funds – dramatically streamlining the entire process.

But it also does so much more.

Find out how to revolutionise your advisory business by:

• Avoiding losses due to delayed client responses
• Getting positive affirmation from clients at the touch of a button
• Sending regular expert commentary – with your firm’s branding
• Providing a completely transparent and auditable advisory model