Professional Portfolio Manager (PPM)

Advisory business growth has been driven by pension freedoms and increasing regulation meaning the demands on portfolio functionality have never been greater.

This innovation represents a transformation in portfolio management by enabling businesses to scale their advisory investment processes to serve more clients with more investment solutions, in a more efficient way.

Building on the Wrap platform's existing capabilities the new technology offers advisers:

Increased efficiency and scalability

• Automated mechanical rebalancing
• Live valuations
• Efficient exception handling processes

Reduced risk

• Separate user interface and segregated user access
• Full audit trail of activity and version control
• Suite of MI reports to support making robust investment decisions

Improved client outcomes

• Multi-goal investing from single tax wrapper
• Cost efficient ETI trading
• Align to target strategy for payments and withdrawals
• Enhanced client view with portfolio specific statements to track model performances and transactions
• Model withdrawal outcomes from model portfolios using Capital Gains Scenario Tool to efficiently manage individual client tax planning

The value of investments can go down as well as up, and could be worth less than originally invested.

Take a look at the client portfolio management functionality available to you today - watch the Professional Portfolio Manager demo

View the key features of Professional Portfolio Manager

Could mechanical rebalancing improve efficiency in your business? Jenny Davidson discusses this in her blog

Find out what you may need to consider before adopting mechanical rebalancing

Presenting Managed Portfolios on Wrap

To support the advice journey we have improved the information and reporting available to you on the Wrap platform

View the Presenting Managed Portfolios on Wrap demo.

View our guide on presenting managed portfolios on Wrap (PDF, 419KB)

The Future of Portfolio Management on Platforms

The lang cat explores this question in its latest white paper, commissioned by Standard Life, Welcome to wherever you are: the future of portfolio management on platforms.

The paper identifies seven key themes and predicts the changes that may lie ahead for our industry. It also shares the biggest issues keeping them awake at night.

Download the lang cat white paper

Listen to Mark Polson, principal of the lang cat, and David Tiller, Head of UK Proposition discuss the themes and conclusions of the white paper in their recent webinar.

How can I find out more?

Email us: sales_support@standardlife.com

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Call us on 0345 272 6622 - option 2
Monday to Friday 09:00 - 17:30

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