Scale up with confidence

Relieve your regulatory burden and focus on building winning value propositions for your clients

FEATURES & BENEFITS

How we can help

The rise and popularity of Model Portfolio Services (MPS) provided by Discretionary Fund Managers (DFMs) has meant DFMs face more competition than ever before, with traditional asset managers and platform providers now also entering the market with new cost competitive options.

As one of the fastest growing segments in the investment space, it is becoming increasingly important for DFMs to have their regulatory compliance and oversight in check. Being able to scale up fund distribution operations is another key challenge that DFMs face, while ensuring they continue to deliver value to their clients.

DFMs must be able to facilitate objective due diligence for their clients, like financial advisers, through the provision of their managed portfolio data, distribution of fund literature such as fund factsheets and regulatory reports, and the ability to produce them with minimal manual intervention.

We can address these needs through the provision of a single technology platform powered by our market leading fund data, that enables end-to-end data management, document production and integrated distribution in an increasingly global context.

Request a meeting

Robust regulatory compliance

We offer a comprehensive suite of tools for DFMs that ensures compliance with the latest regulatory requirements. Our platform simplifies the creation of regulatory documents, facilitates the timely and compliant filing of documents to regulatory bodies and reduces the administrative burden on DFMs.
Optimised data management

Data is our core business. We help onboard, validate and distribute your model portfolio data at a holdings level to equip your clients, such as financial advisers, to conduct objective due diligence, bespoke comparisons and produce comprehensive client reports,

We are ISO-accredited, leading the provision and transmission of our golden source fund data through our platform offering and financial adviser community in the UK, through FE Analytics.
Targeted marketing and distribution

You have the power to distribute your MPS data to your chosen adviser partners, supported by valuable MI. Gain market insight on who is requesting access to your model portfolios and underlying data, and control access.

Relieve your administrative burden and focus on building winning value propositions for your clients.

Request a meeting to discover how we can streamline regulatory compliance, fund distribution and marketing of your MPS.

Request a meeting

The form was unable to be found in HubSpot

Porfolio

Discover more about the Fund Information Hub and our connected services

Manage your global fund distribution and operations across the middle office more effectively, and efficiently.

Fund Information Hub

The Fund Information Hub is the product of our collective vision streamlining fund data management, documents and distribution, all in one place. It aims to serve the global fund management industry and its participants more efficiently and effectively in the pursuit of frictionless global fund distribution.  

Discover more

Integrated solution
Scalable
Quality data
Unparalleled distribution
Regulatory oversight
Real insights

Regulatory & Marketing Document Production

As the largest fund document production supplier in Europe, we leverage our close relationships with template issuers and regulators, giving us an opportunity to lobby changes beneficial to our clients.

Our technology facilitates flexible, transparent, automated and compliant document production for fund factsheets and pre-contractual documents.

Discover more

Data excellence
Digitalisation & automation
Comprehensive solution
Flexible tool

ESG Reporting

With our ESG Reporting solution, we help you comply with new and evolving ESG and climate disclosure requirements and produce comprehensive ESG reports. We support the production of regulatory reports such as SFDR, SDR and TCFD, as well as enable the ability for you to integrate financial and ESG data to integrate sustainability factors into your existing investment fund factsheets.

Discover more

Insource ESG expertise
ESG reporting & disclosure
Regulatory compliance
Integrated sustainability factors

MPS Directory

Ensure the timely delivery of your quality-assured model portfolio data and documents to financial advisers. You can leverage the reach of our adviser network through FE Analytics, the UK’s leading investment research and analytics tool, to distribute your funds and empower compliance for your clients.

Discover more

Data accuracy
Effective data distribution
Selective distribution
Targeted marketing

Marketing & Digital Solutions

Leverage our proprietary publications to amplify your key go to market campaigns and messages for maximum reach and targeted exposure. Grow your funds under management through targeted advertising, publishing and digital solutions to enhance your digital investor engagement with supporting MI to better inform your marketing strategy and investment.

Discover more

Finesse your marketing strategy
Advertise your fund
Enhance your global presence

Research & Insights

Gain sector insights and conduct value assessments of model portfolio service against competitors, with FE Analytics and FinXL. With one of our flagship products, your marketing, distribution and client relations teams gain direct visibility of your fund data in the market, giving you the freedom to conduct market and fund research, review your investment propositions and compare ESG credentials.

Discover more

Benchmark & research funds
Wealth of data at your fingertips
Comprehensive data & document coverage

RELATED INSIGHTS

What we think

Stay better connected and better informed with our expertise and insights for more efficient investment decisions based on trusted, insightful information.

Explore insights