A complete model portfolio management tool that helps both financial advisors and discretionary fund managers.
MPM helps bridge the gap between financial advisors and discretionary fund managers. It enables discretionary fund managers to set up models of assets while providing advisors self-service functionality, allowing them to choose which portfolio best suits their clients’ risk profiles. MPM integrates seamlessly with other microservices to enhance performance. Currently used by the biggest discretionary fund manager platforms in the UK.
Customisation at platform level
Customise your discretionary fund management position within your platform, without costly enhancements to the core system.
Provides wide-ranging functionality for advisors including the ability to manage models, edit models and rebalance accounts linked to models.
Gain clarity and transparency on all past rebalancing activity with access to complete trading history. Easily access information on past activity for audits and customer requests.
When combined with Cobalt, advisors can quickly see the capital gains tax implications of a rebalance and make informed decisions for their clients.
MPM can be integrated with other FinoComp MicroServices (or your own) for DFM charge rate specification, obtaining asset permissibility, performing portfolio reporting and obtaining the CGT impacts of trades.
With a clean, intuitive interface, users can quickly learn to navigate the system and make the most of its functionality.
Fast, powerful processing
Includes the capability to quickly bulk-move customers from one portfolio to another.
Key calls to action
Automatic triggers are sent to users when activity falls outside parameters, helping with model realignment.
See how our microservices solutions can transform your wealth management business.