Managed Portfolio Service (MPS)
Offer your clients a hands-on investment experience with a wide range of assets
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 reduces 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.
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