Wealthport’s state-of-the-art administration and technology allows for streamlined and simple implementation of a consistent investment view across each segment of a Financial Advisor’s client base. This can be achieved through the use of a model portfolio, also referred to as “Discretionary Fund Management” (DFM), which accounts for 33% of all retail investment flows in the UK market. Within one model we can combine a mixture of Exchange Traded Funds and Unit Trusts to offer a truly innovative and cost effective investment solution.
As a Financial Advisor, you may choose a custom fund selection for your clients or you may partner with an expert Discretionary Fund Manager and make use of the models that they provide. A model portfolio is significantly more cost effective than a traditional fund solution and makes it easy to deliver a consistent and professional service to your clients. A good investment process and the ability to implement it timeously are critical in today’s marketplace and complex regulatory environment.