Autonomy
we can white-label our offering for you…
our CIP. Our EXPERTISE.
your branding.
You can focus on writing new business and establishing new client relationships.
TAKE YOUR BUSINESS TO THE NEXT LEVEL
BECOME A MODERN DAY WEALTH MANAGER
let ‘s look at what you get:
Run you own model portfolio service
USING YOUR BRAND:
We will provide:
Model portfolios with the name of your choosing
Marketing literature to suit your clients and preferences
Branded monthly factsheets to suit your requirements
Branded monthly performance email
Branded mid-month performance email
Customised mailing list of your clients
Compliance approval for all of the above
We will provide:
Model portfolios with the name of your choosing
Marketing literature to suit your clients and preferences
Branded monthly factsheets to suit your requirements
Branded monthly performance email
Branded mid-month performance email
Customised mailing list of your clients
Compliance approval for all of the above
YOU GET YOUR TIME BACK
to write new business
Download the Autonomy PDF
THE BENEFITS OF OUR PROPOSITION
The administrative burden of running model portfolios
The compliance burden of conducting portfolio re-balances on an advisory basis
The investment management burden of running your own portfolios
so you can look after your own ROI:
Reduce your risk of client complaints. Organise your client bank. Increase your valuation.
Join the Tavistock Revolution!