Verbatim understands the ongoing challenges that you face throughout the advice process, and in the management of investment portfolios. As you will be more than aware, financial markets are dynamic, requiring advisers to make active and timely portfolio management decisions. Without a discretionary agreement in place, timely portfolio management can be hard to achieve and can result in less than favourable portfolio performance.
If that’s not enough, the ever-evolving regulatory landscape also requires that advisers demonstrate ongoing advice suitability and portfolio risk alignment across all client portfolios. In addition, adviser managed portfolios require ongoing support and management to ensure that client suitability and risk alignment is maintained consistently.
All in all, these requirements can hinder the efficiency of your advice process as well as create additional administrative headaches for your business!
In order to overcome these challenges, Verbatim can help you with the three biggest issues in which advisers require support:
The Verbatim Managed Model Portfolio service is designed to provide you with access to industry leading managed model portfolios that operate in conjunction with your advice process.
Find out more about RSMR and Square Mile.
Here you can download the monthly performance summaries for the risk profiles available from each manager in the service.
We provide you with a sample due diligence document which you can personalise to suit your individual requirements.
Here you can download the documents you need to be able to sign up to this service.