Firms will be able to shape portfolio ranges using options which include a preferred risk profile, tailored asset allocation, linking to specific investment objectives and caps to costs.
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The company’s TPS allows for customisation, enabling firms to view their centralised investment proposition, streamline efficiency, and grow their business.
Nick French, chief distribution officer, said: “TPS is a clear example of a strategic approach that can result in significant improvements for clients in terms of lower charges and improved experience, while also ensuring the long-term viability of advice businesses want to support families for generations.”
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