Invesco MPS app

Seamlessly integrated with intelliflo office.

Keeping up with the regulatory landscape can be time-consuming, so it’s no surprise that advisers are increasingly turning to outsourcing solutions.

We understand this challenge, offering both advisory and discretionary model portfolio services, along with all the help you need, to help lessen the burden of modern-day portfolio management and give you time back to focus on your clients.

Turn our expertise into your edge

  • Integrated

    Using the Invesco MPS app, access essential documents and data on our advisory and discretionary service from intelliflo office, enabling you to share documents and provide illustrations. Model updates and rebalances can be accepted by clients via your branded Personal Finance Portal, ensuring a smooth and efficient experience.

  • Diversified portfolios

    Blending investments from multiple asset managers, our portfolios are individually built to satisfy different risk appetites while seeking to deliver the best possible returns within its risk profile.

  • Affordable

    This app is available free of charge. The discretionary service boasts a highly competitive annual MPS charge of just 0.10%, representing excellent value for your clients. Meanwhile, the advisory service, which gives you more portfolio control, carries no MPS charge at all.*

  • Experienced

    Managed by the Asset Allocation team, part of Invesco Solutions, with 165+ members, 25+ years’ experience and £135bn in assets under management. All of our solutions utilise their robust investment engine.

  • Ongoing support

    The investment team also understand the importance of supporting materials, and therefore provide regular ongoing market and portfolio commentary to help with your client conversations.

  • Digital service

    We are committed to innovation and digital transformation, giving you everything you need via our online portal, Basecamp, to help deliver further efficiency gains.

The ranges

We offer both a discretionary MPS, where we manage the client portfolio, and an advisory MPS, where you retain control of the client portfolio and are responsible for updates and rebalances.

The discretionary MPS offers a range of growth-focused models, while the advisory MPS has both growth and income-focused ranges.

Using an optimised blend of equities, bonds, alternatives and cash, the portfolios are managed to pre-defined risk targets. Independent risk profiling agencies rate the portfolios, making it easy for you to match your client to the right one. The models are available across a wide range of platforms. See Invesco’s online portal, Basecamp, for details.