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The Astonishing Power of Multi-Asset Model Portfolios

7 day free trial, no credit card required

ETF PLAYLISTS
MANAGER

Free

For Investors
checkETF Genie
checkETF Playlists
closeModel Portfolio Gallery
closePortfolio Manager
closeBacktesting Tools
closeMomentum Trading Signals
closeMacro-Economic Trading Signals
closeModel Portfolio Wizard
closeThemed Investing Wizard

MODEL PORTFOLIO
TOOLKIT

£195/user/mo + VAT*

For Financial Advisors
checkETF Genie
checkETF Playlists
checkModel Portfolio Gallery
checkPortfolio Manager
checkBacktesting Tools
closeMomentum Trading Signals
closeMacro-Economic Trading Signals
closeModel Portfolio Wizard
closeThemed Investing Wizard

MODEL PORTFOLIO
WORKBENCH

£1,250/user/mo + VAT*

For Wealth Managers
checkETF Genie
checkETF Playlists
checkModel Portfolio Gallery
checkPortfolio Manager
checkBacktesting Tools
checkMomentum Trading Signals
checkMacro-Economic Trading Signals
checkModel Portfolio Wizard
checkThemed Investing Wizard
*Pay annually and get two months free. Prices shown are per user.

MODEL
PORTFOLIO
SERVICE

From 0.15% of AUM

Via Advisor Platforms
checkModel Portfolio Suite
checkESG Solutions
checkBespoke Model Portfolios
checkTarget Risk Ratings
checkClient Hub
closeSetup Fee

TAILOR
YOUR
PORTFOLIOS

Call for details

Via Manager's Website or API
checkPersonalized Portfolios for each client
checkThemed Investing Wizard
checkWhite Label Solution
checkAPI Available
checkClient Hub
checkSetup Fee

Frequently Asked Questions

Can I alter my plan later?

You can switch between the Model Portfolio Toolkit and the Model Portfolio Workbench plans from within your account area. Downgrades will take effect at the end of your current billing period, which is either monthly or annually if you opted for a discounted plan.

If I start a trial, when will I be charged?

There is no charge for the duration of the trial period, in fact we do not ask for your credit card details for a trial. If you choose to proceed with a paid for subscription you will be charged when you subscribe to a plan.

Which different payment methods do you accept?

We accept most credit or debit cards. Our Model Portfolio Workbench plan can be paid for via an invoice on request.

How easy is it to cancel?

At any time, you can cancel your subscription from within your account area. Your subscription will remain active until the end of your current term (usually monthly, unless you opted for a discounted annual plan).

For the Model Portfolio Workbench plan, if you cancel within the first 30 days, you will receive a pro-rata amount at the non-discounted rate. For this, please send us an email explaining why you would like to cancel and the plan you have signed up for.