Tailored Platform Solution (TPS)

Wholesale outsourcing where portfolios are managed via your chosen platform

We have offices in London, Winchester, York, Bristol and Bury St Edmunds. Our wealth planning team can help create a tailored plan today.

Tailored Platform Solution 

The Tailored Platform Solution (TPS) leverages our managed portfolio service infrastructure and is aimed at intermediary firms looking to complement their advisory proposition by insourcing a discretionary fund manager to build and run a centralised investment proposition on their behalf, via a wrap platform.

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020 7600 1660
Key features
  • Model Portfolios built to Intermediary’s remit
  • Portfolios blend passive and active funds
  • A disciplined fund selection process
  • Custody of assets via Intermediary’s platform
  • Intermediary retains client relationship
More information

The investment proposition is built to the remit of the Intermediary firm on one of the platforms with whom JM Finn have a DFM agreement. The Intermediary is treated as our client, acting as agent on behalf of the underlying investor – this tripartite arrangement allows the Intermediary to retain control of the client relationship, and custody of the assets via their chosen platform.

We currently have DFM arrangements in place with Ascentric, Transact, 7IM and Morningstar Wealth Platform.