The Company We are a fast growing, technology driven fintech and discretionary fund management business serving financial advisers across the UK. Our core offering is a low cost, evidence based discretionary Model Portfolio Service (MPS) designed exclusively for financial planning…
The Company A fast growing technology company that provides an end to end financial planning platform for financial advisers (our clients), including modules for risk profiling, cashflow modelling, investment analytics and Model Portfolio Service with over £11bn in assets under…
The Company A fast growing technology company that provides an end to end financial planning platform for financial advisers (our clients), including modules for risk profiling, cashflow modelling, investment analytics and Model Portfolio Service with over £11bn in assets under…