Managed Portfolio Service (MPS)
Offer your clients a hands-on investment experience with a wide range of assets
The value of investments can go down as well as up, and the investor could get back less than was paid in. Laws and tax rules may change in the future. Personal circumstances and where the investor lives in the UK will also have an impact on tax treatment.
Why consider Managed Portfolio Service?
Buy, switch, or sell with ease
Managed Portfolio Service (MPS) technology means advisers can work more efficiently, with a simple process for buying, selling, and switching.
On the platform, you can simply select an MPS from the dropdown list of available investments to get started. Any buy or sell trade instructions are managed directly by the platform, which the need for any discretionary manager intervention.
- MPS also makes cash management processes simpler. There’s no need to co-ordinate cash payments in and out of a model portfolio with the discretionary manager, and ongoing client administration is easier with straight through processing.
You can find out more about MPS in our guide.
Discretionary managers available through MPS
There are a range of discretionary managers available on Elevate. Before you select one, please contact the discretionary manager first to sign up to their terms. You can find contact details for our discretionary manager partners below.
Call charges will vary. There is no guarantee that any email you send will be received or will not have been tampered with. You should not send personal details by email.
More Elevate information
Help & support
Find guides, FAQs and contact details if you need support. Our dedicated teams are here to help.
Charges and interest rates
Clear and simple charging tiers offering reduced fees if assets grow.