Financial Planning Firms

The fundamentals of providing efficient, scalable and really flexible management are central to what the platform is about. Whether you run on a discretionary or advisory basis; whether you insource or outsource your Centralised Investment Proposition – if you want next-generation portfolio management we have what you are looking for. (As an aside, our approach for model portfolios and bespoke portfolios is different to all the other UK platforms – you can read about our managed account approach here.)

We’re paperless – except where third party providers demand it or it’s legally necessary. And we’re signatureless from front to back. The reason we can do this is we know exactly what it takes to run a tight ship. We’ll work with every firm that partners with us to help make you the leanest, sharpest version of you that it’s possible to be.

Before we were a platform provider we handled portfolio reporting for global financial institutions. Believe us when we say we know what goes into a great client report. We also pride ourselves on giving planners, managers and business owners exceptional, granular MI on exactly what’s where, when and why. You don’t have to use all our reporting facilities – but you won’t be getting the most from us if you don’t.

Most clients have relatively straightforward needs through accumulation and decumulation. But some don’t, and you don’t always know at the start which clients those will be. Morningstar Wealth Platform is at home working with complex, multi-jurisdictional business as we are with a simple SIPP or ISA. If your work sometimes involves more challenging cases, we’re a great all-round home.

If you want to be heard, by human, accessible partners then – please give us a call!