Model portfolios and DFM services
With the increased use of model portfolios and Discretionary Fund Management (DFM) services, we are continually improving the services we provide to both advice and DFMs firms.
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.
How to videos: Creating and managing client portfolios
A number of short videos are available that give you a quick overview of how to create model portfolios and find audit documents.
Investment news and insights
Catch-up on the latest insights and opinions news from a diverse collection of sources.