At the centre of the platform is a unique Portfolio Builder which vastly simplifies the process of moving a client's assets into your new service.

The Portfolio Builder enables a seamless application process:

• An online risk profiling tool to determine your clients' attitude to risk. 
• A suggested asset allocation. 
• Selection from a highly flexible range of investment strategies designed specifically for your clients' needs. 
• The ability to choose a discretionary fund manager and blend active and passive investments allowing you flexibility and highly competitive costs. 
• A built-in Total Expense Ratio (TER) calculator enabling you to manage charges as part of the process. 
• A wide range of third party wraps including ISA, Offshore bonds and over 20 SIPP providers. 
• An automated, compliant and personalised client-facing report to support your suitability report.
• An online application process.