It is with great pleasure that we can officially announce the IBOSS discretionary Managed Portfolio Service (MPS) range is now available on Fidelity FundsNetwork.
In our first platform expansion of 2021, Kevin Morrison, Head of Business Development, says “We are delighted to add Fidelity to the growing list of platforms offering our MPS range. Their recent enhancements to allow the removal of our VAT and the ability to split fees reduces administration, benefiting IBOSS, advisers and the end client.”
In addition, FundsNetwork have just received AdviserAsset’s platinum platform rating for a sixth straight year, as well as the Gold service award by Defaqto for 2021. This gives us great confidence that not only will you receive top quality products and services from IBOSS, but you will also receive similarly great service from Fidelity, should they be your platform of choice.
Built specifically for the financial adviser marketplace, our discretionary offerings provide practical and cost-efficient ways to outsource the management of your clients’ investments, whilst aligning them to their long-term investment goals, appetite for risk and desired investment style.
The same IBOSS investment philosophy is consistent across all of our solutions; we place an emphasis on diversification, risk-adjusted returns and defensive characteristics, enabled by rigorous quantitative and qualitative research.
Included within the extensive support offered by the MPS, we also provide an optional white labelled client communication service at no extra cost. These quarterly updates are sent to clients on your behalf, including your own branding and keeping them informed of current economic and market conditions, as well as any changes to their portfolios.
If you would like more information regarding our discretionary range or to discuss any specific queries, then please do not hesitate to contact a member of our Business Development Team;
Kevin Morrison – 07891814345 / kevin@ibossltd.co.uk
Tracey Atkin – 07719327524 / tracey@ibossltd.co.uk
Tanya Legge – 07902307277 / tanya@ibossltd.co.uk
This communication is designed for Professional Financial Advisers only and is not approved for direct marketing with individual clients.
