Helping advisers find the right model portfolios for their clients

Free access for advisers

Powered by DFM data

Compare model portfolios

Analyse model portfolio and fund data for 80+ Discretionary Fund Managers

Easily compare their performance, positioning, and latest portfolio changes

Find the right strategy for your clients

Our due diligence tool allows you to easily find which strategies meet your requirements. The step-by-step process generates a report that evidences the decision-making process 

Our data is always up-to-date

We collect data directly from DFMs and from publicly available sources

Free for advisers

DFMs support us so that we can provide a great service to advisers

Current features list:

  • Performance and asset allocation - Compare model portfolios and funds across 80+ DFMs.
  • Due diligenceConduct whole-of-market analysis to find the right DFM strategy range for your clients.
  • Custom portfoliosCompare any portfolio of stocks and funds with DFM strategies.
  • Mabel ratings Ratings for every model portfolio.
  • Risk profilingcapture a client's risk profile using the risk profile questionnaire and create a client specific report.
  • Client investment reports – Create a recommendation report illustrating your client’s current portfolio with a proposed portfolio and costs. 
  • Custom feesAbility to add your negotiated fee deals.
  • Tailored MPS – Compare and contrast portfolios that have been specifically ring fenced for a select IFA, Network, National or group of intermediaries.
  • PDF signAn alternative to DocuSign.

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