Platform Investment Service

Manage your client's portfolio with ease

  
 

Access your client's portfolio, manage assets, and improve your efficiency.

An efficient service

Investment platforms allow you to view your client's assets in one place, so you can analyse their portfolios and service their investment needs with ease. We can also offer your clients access to a summary overview, helping you to offer efficient service.

Predefined strategies

Your clients can choose from six pre-defined investment strategies with the Standard Life platform. With your in-depth understanding of your client's circumstances, you can advise which is most suitable dependent on their objectives and attitudes to risk.

Discretionary management

Once you've agreed the most suitable mandate with your client, they can then be linked to the chosen strategy, and their funds invested and managed on a discretionary basis. You will then report on investments to your clients.

Find out more

Mark Stevens

Head of Intermediary Services

To discover more about our Platform Investment Service and how we might be able to help you, please call our team or complete our contact form.

adviser
"I really like Investec and from my position today they’re my go-to provider"

Adviser, South East