Grappling to show your value to clients when outsourcing their portfolio investments? Struggling to get quick client affirmation for any strategic asset allocation or portfolio rebalancing you recommend?
If the answer to either of these questions is ‘yes’, then our game changing integrated Model Portfolio Service is for you.
This streamlined and time-efficient solution enables you to easily auto-generate a rebalancing recommendation and, in conjunction with the Personal Finance Portal (PFP), simplify the client approval process. Watch our short video to find out more.
Watch CEO and executive chairman, Nick Eatock launch the integrated Model Portfolio Service (iMPS) at our 2019 Change the Game conference.
Global business architect, Andy Wyatt, takes delegates at our 2019 conference through a live demonstration of the new iMPS functionality.
Read our iMPS fact sheet to discover the benefits of this seamless investment experience from the only integrated adviser-branded offering in the market.
