Revolutionizing 

Discretionary 

Wealth Management

Inefficient Distribution Platforms are stalling a

£200 bn MPS industry.

Current Distribution Platforms are plagued with inefficiencies, causing delays & added costs for Discretionary Fund Managers (DFM) and IFA Firms (IFA). These platforms lack transparency, resist innovation, & fail to adapt to modern technology. As a result, the £200bn market can't reach its full potential, frustrating DFMs & retail clients across the UK. Addressing these issues is crucial to unlocking growth & improving supply chain effectiveness.

The Challenges

Fragmented Data Sources

Discretionary Fund Management is plagued by operational inefficiencies, primarily due to fragmented data sources that require manual aggregation.

Lack of APIs

Most Platforms do not offer adequate APIs to extract data. The API’s that are offered are often focused on retrieving data on a client by client basis.

Labor-Intensive Rebalancing

Manual rebalancing processes are labor-intensive, resulting in missed opportunities and hindering optimal portfolio performance.

Portfolio Model Management

Manually editing and updating Portfolio Models across multiple Platforms is a slow and error prone process with no unified standard implemented.

Increased Operational Costs

Due to inefficiencies in data processes, there are increased operational costs affecting overall profitability.

Delayed Decision-Making

Errors and delays in data processing lead to slower decision-making, impacting the ability to respond swiftly to market opportunities.

All of these challenges increase business risk, cost money and inhibit growth and investment flexibility

How can we fix this?

  • Automated Data Aggregation

    Finotera automates the collection and integration of data from various distribution Platforms, eliminating manual errors and saving time.

  • Seamless API Access

    Our solution provides robust API access to aggregated data, enabling real-time insights and facilitating better decision-making for fund managers.

  • Efficient Portfolio Management

    Finotera enhances portfolio model management processes and automates rebalancing requests, ensuring optimal performance and compliance with investment strategies.

Let’s fix this together

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