Model portfolio and DFM services for advisory firms

With the increase use of model portfolios and Discretionary Fund Management (DFM) services, we are continually improving the services we provide for advisory firms. Here we explain the following:

• Model portfolios
• Rebalancing portfolios
• Using model portfolios from DFMs
• What your chosen DFM can do with our service
• DFMs available on FundsNetwork

Model portfolios

You can:

• Use cash options within portfolios
• Use model portfolios with our Quote and Transact service for ISAs, Investment Accounts and our Pension
• Produce a detailed set of reports, supporting control and audit functions

Rebalancing your portfolios

Our rebalancing tool can be used on multiple or individual client accounts once they are assigned to a portfolio.
This allows you to easily adjust portfolios online to react to market volatility or to meet clients' changing needs and goals.

Using model portfolios from DFMs

Our Discretionary Fund Management (DFM) service lets you use defined models from DFMs on ISAs, Investment Accounts and our Pension. We do not charge for the use of this service, however the DFM might.

Our service also allows you to:

• Link directly with DFMs to access and use their models
• Generate x-ray reports and download fund disclosure for DFM models
• Invest straight into a model for new business or to realign existing clients
• Single or bulk rebalance clients’ accounts yourself to align to DFM models
• Align other account attributes, such as regular savings plans and regular withdrawal plans

What your chosen DFM can do with our service:

• Create and manage model portfolios
• Publish models to chosen advisory firms
• Bulk rebalance clients’ accounts and align other account attributes, such as regular savings plans and regular withdrawal plans

DFMs available on FundsNetwork