The document discusses building an investment portfolio management system for financial advisors. It proposes a white-labeled platform that gives advisors control over client relationships, access to model portfolio managers, and the ability to introduce their own investment solutions and funds. The company offers to consult with advisors to develop a strategic plan, implement the necessary changes, and help create a new business model that is compliant, efficient, and allows advisors to focus on clients.

1. Harrison Spence Partnership Working with IFAs for IFAs

2. How do you build a portfolio? Brokers, sales material and trade press. Review of managers’ records, historic performance, rating agencies and investment mandates. Watch the trends, pound cost averaging, passive. How do you really know if the manager will perform in the new investment world in which we live? Will your research and review systems stand an FSA visit?

3. More time to develop your practice Imagine having more time to manage your clients and deliver their financial aims Complete control of the client relationship, allowing you to concentrate on holistic planning. With direct access to your own investment managers and a control system for investment selection, reducing PI and compliant with RDR. White labeled for seamless integration.

4. Every Business Needs a System Sooner or later, every business needs a system to manage client investments Is yours robust enough to meet FSA requirements?

5. Design & build your own Platform White labeled platform providing; Control and ownership of all client relationships Client agreed remuneration ‘CAR’ Access via existing tax wrapper relationships Multiple outsourced model managers, providing access to off the peg or bespoke solutions.

6. Your Platform – Your control No minimum contract period at either Platform or manager level Online access via your own website. Client and tax report functionality. A controlled and consistent process for the management of investments within your practice

7. Build your own range of funds Introduce investment solutions from a range of Blue Chip and boutique providers. Help your advisers to source new innovative solutions. Work with you to design and build your own investment strategies or a complete fund range. Bring IFA groups together to help facilitate merger and consolidation.

8. We work on your behalf Consultancy approach, we work for you rather than the provider Develop a strategic plan based on the change you want to make in your business assist in its implementation Results based fee structure, aligned directly to the success of the solution. We share in the long term success of the project

9. New Business Model By now, you can probably imagine how this system could radically change your business model for the good

10. A 21 st Century Model We look forward to developing a new more efficient business model on behalf of your practice T: 077677 38389 E:bhs@harrisonspence.com www.harrisonspence.com