How to Invest
The MitonOptimal Model Portfolio Service is currently available via the following platforms:
At Ascentric, we set out to help financial advisers build their businesses in the way they want to. We believe that giving advisers choice through our investment platform and the service and support we offer is paramount, because everyone is different.
Our platform is only available to financial advisers and with our help, they are able manage their clients’ financial needs in one place. Ascentric is owned by the Royal London Group, the UK’s largest mutual life, pensions and investment company.
The Novia platform offers real benefits to Advisers and their Clients – we provide an efficient, online offering which delivers transparency, flexibility and value for a high quality service.
Efficiently manage your Clients’ wealth with a wide choice of product wrappers, one of the broadest investment universes available, innovative and integrated planning and research tools and a transparent, flexible charging structure.
Transact is the leading independent investment wrap platform in the UK. First established in 2000 we now have over £28 billion of funds under direction in over 147,000 client investment portfolios (Sept 2017).
Our service includes an online platform, owned and built by us, and dedicated regional adviser support to bring assets and investments together in a smarter, more tax efficient way. We offer access to a wide range of tax wrappers (including ISAs, pensions and life insurance investment bonds) and funds which advisers use to build client investment portfolios.
For any queries regarding platform availability, please contact us directly for further information and assistance.