Model portfolios and DFMs

With the increased use of model portfolios and Discretionary Fund Management (DFM) services, we are continually improving the services we provide to both advisory and DFM firms. 

Our model portfolio service allows you to create bespoke portfolios of up to 50 funds or exchange-traded investments. The portfolios can be set up for your entire firm to use or can be tailored for individual adviser or client requirements. You can also use defined models from DFMs on ISAs, Investment Accounts and our Pension. 

Here you’ll find out all you need to know about: 

• How advice firms can set up and manage model portfolios and use defined models from DFMs 
• How DFMs can create, amend, publish and transact across their portfolios within our secure online portal. 

We do not charge for this service, although the DFM may do so. 

Select one of the options below to find out more about the services we offer, as well as how to use models and DFM services on the platform.