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The ability to compare model portfolios continues to be challenging
We open the universe up to bring clarity and transparency to an opaque marketplace
Our team
Our team consists of highly qualified and motivated professionals, who are all experts in their field. With many years of experience in the industry, they have the expertise to provide exceptional services to financial advisers.
Lawrence Cook
Chief Executive Officer
Lawrence has extensive executive experience in wealth management and private client covering distribution, marketing, proposition development.
Martin Coyle
Director
Martin has over 25 years’ experience in Wealth Management specialising in Distribution, Strategy, Pension and Investment platform sales and marketing in both Australia and the UK.
Gaurav Gupta, CFA
Director
Gaurav is an award-winning multi-asset investor. He has been managing money throughout his career holding roles such as Portfolio Manager, and Head of Multi Asset Investing.
Dmytro Uryn
Lead Developer and Director
Dmytro specialises in building applications and websites. He has worked and delivered many large projects throughout his career.
80+
DFMs
1000+
Portfolios
1000+
Ratings
Terms of service. Company number: 15074432
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