A new service providing wealth management advisers with access to a range of "pre-built [and] high-performing" investment portfolios has been launched.
Wealthinity aims to allow small players within the wealth management sector to compete with larger firms, its founders said.
The firm is a spinoff from Fusion Asset Management and is designed so small and medium wealth firms are able to offer customised investment solutions, as well as serving their clients more quickly, but without excessive cost.
Firms should be able to complete the full client service cycle in just 15 minutes, from fact find and risk assessm...