Creating an elevated Managed Portfolio selection experience through provision of an unparalleled independent research and client servicing platform

How a leading UK investment solutions firm is benefiting from a tool enhancing their model portfolio distribution into the UK advice market

BACKGROUND   

Marlborough, a leading UK investment management and fund solutions group, needed a platform to provide the adviser community with comprehensive, up-to-date performance data and comparison tools for their Managed Portfolio Solutions (MPS) service. This platform needed to enable medium to large advice firms to conduct their own due diligence and analysis, supporting informed investment recommendations and enhancing client discussions. 

OBJECTIVES    

It was imperative to Marlborough to allow advisers to conduct impartial analysis, ensuring that the data was not influenced or cherry-picked by the provider. They required access to a platform that would increase revenue by attracting business and AUM through a credible analysis process. 

• Maximised MPS distribution  
  
• Impartial data provision
• Enhanced adviser relationships
• Reporting insights
• Enhanced data and visualisation tools
• Broad adviser exposure
• Improved data quality
• Revenue generation 

 ACHIEVEMENTS   

With access to the FE Analytics platform, Marlborough benefited from the following outcomes: 

• Access to an impartial platform providing the adviser community with independent data such as model portfolio performance, comprehensive analysis tools that facilitated running, monitoring and dissecting performance and comparison data, supporting neutrality of their analysis. This was crucial to ensuring that the data was not influenced or cherry-picked by the provider. 
• Due diligence essential for progressing client conversations, final pitches and a vital part of investment committee recommendations. 
• Access to sophisticated analytics tools facilitating performance reporting for Marlborough along with a broad range of other functions FE Analytics has on offer, including in-depth fund analysis, portfolio scans, in-depth performance data and extensive documentation, helping their teams bring better context and more detail into conversations with their prospects and ultimately provide the supporting collateral required for a compliant recommendation. 
• Avenue to a distribution pool of 4,800 IFA firms wishing to access the MPS data – that’s more than any other fund research software, with 70% of the adviser market choosing FE Analytics. Reason being is that the IFAs gain access to a one stop shop of MPS providers enabling IFAs to compare them in FEA. Without this service IFAs would have to gather information from each of the asset managers websites. 
• Enhanced adviser trust achieved by provision of tools for impartial analysis, so advisers can trust the data and make informed decisions without concerns of bias. 
• Revenue growth potential through provision of accurate and impartial data across large adviser community in turn creating relationships of trust with its members, thus positively impacting sales.