Managed Portfolio Service (MPS)

Why consider Managed Portfolio Service?

We understand that advisers are facing increasing time pressures due to fast moving financial markets, regulatory demands and compliance obligations. Accessing an investment management service through Managed Portfolio Service (MPS) can help with some of these challenges, whilst keeping you in full control of the client relationship.

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, without 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 adviser user 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.

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