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22.11.2018

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    Professional Portfolio Manager

    Standard Life

    Professional Portfolio Manager is a new segregated platform portfolio technology specifically designed to support advisory centralised investment proposition management. Designed to avoid conflicts between financial planning decisions and investment decisions. The service supports Wrap advisers to scale their business and helps clients to maximise their wealth.

    What customer problems did you set out to solve?

    Professional Portfolio Manager helps financial advisers deal with the multi-faceted challenge of delivering tightly controlled individual investment solutions in a scalable manner. We set out to help financial advisers who were finding it challenging to scale their business, with manual administration and compliance. Advisers are looking to serve more clients with dynamic investment options. Professional Portfolio Manager has been designed to provide a centralised investment service supporting financial advisers to be successful, in a scalable manner.

    What differentiates your proposition from other offerings in the market?

    Professional Portfolio Manager sets itself apart as a segregated investment platform that helps avoid conflicts between financial planning decisions and investment decisions. Supporting financial planners to manage clients’ multiple goals and needs and reducing time consuming administration from model portfolio managers.

    • Regulations, sorted – comprehensive regulatory package, including permission controls, maker / checker functionality and a full model portfolio audit trail
    • Automatically managed – mechanical rebalancing enabling tight control over portfolio drift
    • For all your needs – Multiple investments to match the complex requirements of clients in retirement.
    • Trades at the right time – Putting trades in the right order, to prevent any conflict between planning and investment process

    How have you proven that your concept has potential for impact?

    The technology has been developed in partnership with the UK’s leading discretionary managers and discretionary advisers over the last four years.

    Where do you see this proposition in 12 months time?

    Professional Portfolio Manager will allow Wrap advisers to scales their investment processes to serve more clients with more dynamic investment solutions, more efficiently. At the same, time reducing risk and transforming their businesses.

    Find out more about Professional Portfolio Manager here

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