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 diligence – Conduct whole-of-market analysis to find the right DFM strategy range for your clients.
- Custom portfolios – Compare any portfolio of stocks and funds with DFM strategies.
- Mabel ratings – Ratings for every model portfolio.
- Risk profiling – capture 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 fees –Ability 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 sign – An alternative to DocuSign.
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Terms of service. Company number: 15074432
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