Optimising the value of working with investment managers

Choose from a range of discretionary managers and let our broad rebalancing options manage the execution for you

Range of features for investment managers

  • Select, create, edit and view all your models in one place

  • Review and compare model portfolio performance

  • Use our portfolio ‘X-ray’ analysis for easy client reporting

  • View and download full change history for a complete audit

  • Calculate potential future returns for growth hypotheses

  • Clone existing models and adjust to suit you

Access the DFM universe

Here are some of the investment managers available in our MPS marketplace. Get in touch if you can’t see yours.
Timeline logo
Tatton Investment Management logo
Asset Intelligence Portfolio Management logo
EQ investors logo
FE Investments info
Fundment MPS
Marlborough logo
OCM Asset Management logo
Sparrows Capital logo
Copia Capital logo
IBOSS logo
Trust DFM logo
Binary Capital logo
EPIC logo
Alpha Beta Partners logo

Fundment MPS – blended to optimise risk and returns

A range of nine standard, six ESG and two income portfolios for all risk profiles.

Need some help? Get in touch.

If you'd like to know more or would like some help, take your pick of the ways to find out

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