Professional Portfolio Manager (PPM)

Welcome to the next generation technology of client portfolio management.

Standard Life Professional Portfolio Manager

Segregated user access for model managers.

To build and manage client portfolios.

Through an easy to use purpose-built interface.

Reducing the risk of financial planning or administration staff impacting investment processes in error.

New model portfolios can be created in 8 simple steps and completed in under 10 minutes.

Model portfolios are seamlessly permissioned to your Wrap platform where your financial planned can invest via Wrap's Investment Selection Tool.

Model managers are able to define the parameters of their model portfolios.

Model portfolios can be benchmarked again existing indices to compare performance, with the option of being able to create composite benchmarks.

We offer access to more than 3,000 clean funds and over 400 discounted clean funds.

Access is also available to listed securities, which we aggregate to reduce trading costs.

If client agreement allows, rebalancing to target allocation can be automated by six frequency options.

Flexible authorisation functionality can be applied to manual rebalancing - a second user needs to approve - reducing risk and error within your control framework.

Factsheets for model portfolios can be stored and can be viewed directly on the Wrap platform.

Portfolio analysis is available including past performance information, asset and sector details and underlying top stock holdings - valuable when completing in-depth portfolio anaylsis.

Permission a model portfolio to all your financial planners or set permissions at an individual financial planner level.

Asset permissibility checks ensure the model portfolio content is consistent with product wrapper regulation and legislation.

We undertake our own fund group and operation due diligence in order to reduce the risks associated with investments - providing an additional layer of governance.

Set a model portfolio income strategy to designate portfolios to either pay the income out to the client or retain within the model portfolio - supporting the income requirements of clients in retirement.

Once you have created a model portfolio, details will be visible via the Investment Selection Tool on Wrap.

Shadow model portfolios are automatically created for every model portfolio - allowing your model manager to track actual portfolio performance.

Details of model portfolio changes are recorded. Including details of who made the changes - providing a full audit trail and version control.

High level detailed reports are available at the click of a button.

Compare multiple versions of a portfolio at a glance.

Financial planners are able to mix portfolios, in conjunction with other investments and across multiple products.

Allowing them to focus on their clients' objectives, maximising tax efficiency, and enabling multi-goal investment strategies, while the model manager concentrates on running their portfolio.

Financial planners can view current valuations of the portfolio including look through to underlying asset, and produce reports using the Wrap reporting suite.

The next generation of client portfolio management from Standard Life:

• Delivering a consistent and robust centralised investment proposition
• Creating efficiencies and removing complexities - allowing you to manage scale
• Minimising risk with the appropriate built-in controls
• Contributing to great client outcomes

Presenting Managed Portfolios on Wrap

Standard Life Managed Portfolio Solutions

We are seeing more Adviser firms choosing Managed Portfolios are part of their clients' investment solutions.

To help you provide a consistent and complete service to your clients, we have improved the quality and depth of information provided on the platform and in client reporting.

Once logged in, search for your Account as usual.

A dynamic chart explains your client's portfolio broken down by product. The chart features a hover over state detailing each product's percentage allocation, improving accessibility.

The assets, including any Managed portfolios, are broken down and displayed on the chart and table. For a simple view, Tier 1 asset class is shown.

Again, the assets, including any Managed portfolios, are broken down and displayed on the chart and table. For more detailed analysis, Tier 2 asset class is shown.

Managed portfolios are held in their own section. Non-Managed portfolio assets are listed under Investment holdings.

When the Managed portfolio is expanded, the underlying funds are held within their asset class. Fund factsheets are available against each individual fund.

Again, the portfolios are held within the Managed Portfolio section, with non-Managed portfolio assets listed under investment holdings.

When the Managed portfolio is explained, the underlying funds are held within their asset class.

For client reporting, the same level of asset class detail is presented for Managed portfolios.

Valuation detail and performance detail reports use a similar approach as the Platform. Managed portfolios are held in their own section and show asset class. Non-Managed portfolio assets are listed under Investment holdings.

Beneficial to you and your clients.

• Helping you deliver a better and more complete service to clients
• Enhancing the asset class detail of Managed portfolios on key platform screens/reports
• Providing fund factsheets per Managed portfolio for suitability and compliance
• Improving your clients' understanding of investment content
• Live 'real-time' portfolio data provided to the Platform from the Investment Hub
• The start of a journey towards more holistic Platform investment management capability around model management and reporting