Discretionary Fund Manager choice

We’re proud of our multi-award winning in-house DFM, but we recognise advisers want choice. That’s why we also provide access to a range of other DFM providers on our technology.

Some things to be aware of

The information on this website is for financial professionals only

The value of investments can go up as well as down

There’s no guarantee that models or funds will meet their objectives

Investors could get back less than they pay in

Past performance is no indication of future returns

PMN Creds Techwindow 01

We have the technology

Our investment platform technology is built from the ground up for investment management. That means that as well as offering our own highly rated, award-winning investment solutions, we can also provide access to a host of other well know DFM providers to support your Centralised Investment Proposition, like Tatton, LGT and more.

 

Don’t see a DFM? Let’s talk

We regularly add new DFMs, so if you use one as part of your centralised investment proposition and can’t see them, get in touch with us to talk about your options.

Talk to us about getting your preferred DFM on our platform.