Every one of your clients has unique goals, risk tolerance levels, and values. Tailored MPS enables advisers to offer an approach to portfolio management that is wholly joined up with your offering, re-enforcing your advice model and acting as a differentiator against competitors.  Advisers can strengthen client trust and loyalty by offering an MPS solution that delivers consistent returns that are aligned with client expectations.

Managing individual client portfolios can be time-consuming, operationally complex, costly and risky. We work through your requirements regarding the most appropriate platform and instruction management SLA for your needs. These tools allow us to manage multiple portfolios efficiently, ensuring accuracy, compliance, and timely reporting while freeing time for client-facing activities.

Establishing a tailored MPS via 8AM can help cut the costs of the OCF. We can do this by identifying and accessing cheaper share classes for funds held, identifying potential portfolio coverage redundancies, and introducing passive funds where appropriate to prevent the compromise of the integrity and concentration of an active strategy.

Scaling your business while maintaining a high level of client engagement and personalisation is challenging. Tailored MPS strikes a balance by extending your selected investment methodology at scale. Advisers can leverage our expertise in portfolio construction, rebalancing, market analysis, and the outsourcing of crystal-clear reporting, allowing you to focus on your client engagement.

Typically, we build 5-10 defined models for an adviser firm to accommodate various client risk outcomes.

The financial advisory space is crowded, with many firms using similar investment solutions from larger investment houses. By incorporating a Tailored MPS into your client offering, you can continue differentiating yourself from ‘me too’ competitors down the road!

As a specialist MPS designer and manager, 8AM consists of a team of investment professionals from across the industry who bring a wealth of knowledge and resources to the table. By leveraging expertise in investment management, financial advice, product design, data control and analysis, adviser tool development, and exceptional client service, we offer advisers tailored Model Portfolio Services designed from the ground up to meet their clients’ unique needs.

We are truly collaborative and can accommodate vastly different approaches to allocation, tactical positioning, and fund screening. Our tooling and processes can be customised (or built to order) to provide greater clarity, structure, and efficiency for almost any existing investment process.

Today’s clients are increasingly interested in aligning their investments with their values. We can incorporate ESG factors and data-feeds into your portfolios, allowing you to respond to this increase in demand, meet client expectations and foster long-term multi-generational relationships.

If you are one of the many firms that made the bold and efficient choice to run your own proprietary advisory portfolios for clients, you’ll be well aware of the regulatory pressures that are being focused on you to operate as a product manufacturer – regardless of your permissions.

At 8AM, we can automate the oversight and reporting requirements to allow you to continue to offer the same great investment service to your clients, with the added benefit of outsourcing the burden of data monitoring and aggregation to us to create automated custom reporting, allowing you to fulfil your role effortlessly.