At IBOSS, we’re always looking at how we can improve the experience for financial advisers through more efficient systems, clearer data, and tools that genuinely make a difference day-to-day.
Two of our recent developments are designed with those goals in mind: our new MPS Cost & Risk Profile Calculator and a shift to monthly, interactive Portfolio Factsheets.
Both additions support our continued aim to deliver greater transparency and control to advisers and their clients.
A More Precise Way to Compare MPS Costs
One of the more frequent challenges we hear from advisers is the difficulty of tracking overall portfolio costs — particularly when platform differences, OCF changes, and quarterly updates are applied across our five portfolio ranges.
Our new MPS Cost & Risk Profile Calculator directly addresses this.
Rather than combing through spreadsheets or requesting up-to-date figures from support teams, advisers can now:
- Select their MPS range (Core, Passive, Decumulation, Sustainable, or Blended)
- Choose the relevant platform
- Select their preferred risk profiler (optional)
A clear breakdown will then be provided covering:
- DFM fee
- Transaction cost
- Portfolio OCF
- Total Portfolio Cost
- Risk Mapping (where relevant)
It’s simple, accurate, and far more time-efficient. The data will be updated quarterly at the same time as our portfolio changes are processed – helping advisers communicate charges with confidence and precision, regardless of platform.
A Move to Monthly Factsheets — and Better Functionality
We’ve also transitioned our MPS factsheets from quarterly to monthly – and made them available through the Mabel Insights system, allowing advisers to benefit from far greater flexibility and interaction.
Why the change?
Quarterly factsheets are fine for a static snapshot, but they may fall short in providing the timeliness or depth of information that many advisers now expect. Markets move faster, and advisers want information that reflects the here and now – not data from 10 weeks ago.
With our new monthly digital format, advisers can now:
- View the latest performance data
- Access data for specific client timelines or reporting periods via the interactive performance charts
- Explore a deeper breakdown of asset allocations and underlying fund holdings
- Download a PDF version of the latest factsheets to supply to clients
Monthly data will be published as soon as it is available to IBOSS, shortly after the previous month end.
Supporting Adviser Workflows with Greater Transparency
Both of these updates reflect a broader aim at IBOSS – continuing to improve operational clarity and adviser usability at every touchpoint.
That means:
- Removing unnecessary friction in getting key data
- Offering advisers more flexible reporting tools
- Ensuring advisers, and their clients, are well informed about how their money is being managed
As we continue to invest in system improvements and adviser tools, we remain committed to ensuring that we focus on where we can make the biggest difference to real adviser workflows and client servicing, and do so based on your valued feedback.
If you haven’t tried either of these tools yet, I’d encourage you to do so — or speak to your IBOSS contact if you’d like a walkthrough.
MPS Cost & Risk Profile Calculator
This communication is designed for professional financial advisers only and is not approved for direct marketing with individual clients. These investments are not suitable for everyone, and you should obtain expert advice from a professional financial adviser. Investments are intended to be held over a medium to long term timescale, taking into account the minimum period of time designated by the risk rating of the particular fund or portfolio, although this does not provide any guarantee that your objectives will be met. Please note that the content is based on the author’s opinion and is not intended as investment advice. It remains the responsibility of the financial adviser to verify the accuracy of the information and assess whether the OEIC fund or discretionary fund management model portfolio is suitable and appropriate for their customer.
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