The Model Portfolio Wizard
As a Financial Advisor or Wealth Manager, you know the benefits of Passive Investing makes sense, low fees and the benefits of diversification are hard to ignore.

Get up to speed quickly, and hit the ground running with the Model Portfolio Wizard. Innovate, and grow your client base.

Sign up for our free trial and see how you can compete with investment professionals.

Register for Your Free 14 Day Trial Account

Tel: +44 20 3763 2269