Who this is for
Six businesses that start here.
- A bankA guided product for clients who want one decision, not fifty.
- A creatorA basket of what you believe in, followed by your audience, under the rules.
- A thematic appClean energy, sport, a region.
- A pension or savings providerA default portfolio with a monthly plan.
- A communityA portfolio of the market’s community offerings.
- A robo-adviserAutomated allocation with rebalancing.
What we provide, what you bring
The licence, the service, the technology. You bring the brand and the customers.
We provide
Included- The portfolio engine, rebalancing and reporting.
- Execution and custody by Dealing.
- Assets from the market.
- Compliance.
- APIs.
You bring
Yours- The audience.
- The themes or the strategy.
- The brand.
How it works
From first call to live.
Scope the programme
Step 01
Due diligence
Step 02
Agreement
Step 03
Build in the sandbox
Step 04
Pilot
Step 05
Launch
Step 06
No timelines are stated; the sandbox tells you how ready you are.
Businesses that pair with this one.
How this connects to the market
A portfolio can hold the market.
FAQ
What people ask first.
Portfolios launches in 2027; partners can scope now.
Yes, within the rules that apply.
Dealing.
Structured within the rules; the agreement sets responsibilities.
One decision, not fifty.
Tell us the audience and we’ll scope it for the 2027 launch.