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Model portfolio services for Discretionary Fund Managers

Our service offers Discretionary Fund Managers (DFMs) the ability to create, amend, publish and transact across their portfolios within our secure online portal.

New enhancements

  • To increase efficiencies and reduce administration, we now offer split fees to advisers and DFMs
  • With recent industry changes to DFM fees, we can now allow fees to be set up with or without VAT
  • With previous improvements to management information for DFMs, we now also have an optional client quarterly portfolio statement which allows DFMs to add their own commentary
  • DFMs can now opt into a service that automatically notifies clients of a 10% depreciation in the value of their account(s) managed by the DFM in a reporting period (calendar quarter)

Self-manage Fidelity's user logins and permission levels

  • DFMs can log in and access Model Portfolio Centre
  • DFMs can manage users of the site within the DFM firm

Access Model Portfolio Centre

  • Create and manage models
  • Publish models to multiple contracted adviser firms
  • Bulk rebalance client accounts across multiple adviser firms and align other account attributes such as regular savings plans
  • Report on all client accounts associated with models and the related adviser firm
  • Download version history for the DFM model

Interested in partnering with us?

If you are interested in becoming a DFM partner on our platform please get in touch.