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Themed Investing Pack
As a Wealth Manager offering Model Portfolios, why not showcase your service via your own website?
Your clients expect you to deliver more for less
As the FinTech revolution continues apace, when it comes to getting financial advice, your next generation of clients have a wider choice than their parents did. Don't be surprised when they expect more for less and there lies the challenge.

In the rush to provide ESG compatible investment recommendations, are you confident your website is sending the right messages? Both the end investor and the UK's regulator, the FCA, are now expecting Financial Advisors and Wealth Managers to back up their assertions when offering advice around sustainable investments.

If you subscribe to Algo-Chain's white label solutions, in no time at all you will be able to showcase the detailed credentials for all of the funds that are included in your existing Model Portfolio Service.

The Benefits

ESG & ETF Analytics

ETF Model Portfolios

Save on Technology Costs

The example listed below shows how the full details of a Model Portfolio can be embedded onto a Wealth Manager's website. The individual ETF analytics are updated on a daily basis, and when the portfolio is re-balanced then the composition will get updated accordingly.
Algo-Chain's ESG Growth Model Portfolio
Fund Name Ticker Asset Class Theme Asset
Region
TER
(bps)
Launch Date AUM Provider ISIN Exchange
Name
Trading
Currency
Base
Currency
Swap Or
Physical
Domicile Leverage
Ratio
Benchmark Ticker Dividend
Frequency
Dividend
Yield
Return
Ytd
Return
1W
Return
1M
Return
1Y
Return
3Y
Return
5Y
Volatility
1Y
Volatility
3Y
Volatility
5Y
Benchmark Name Weight ESG Fund
Rating
ESG Quality
Score
Carbon
Intensity
ESG
Type
ESG
Theme