Smith & Williamson was looking for ways to promote the stellar performance of its models. “Since the launch of our models six years ago, our funds have performed very well – top quartile mostly, and we were struggling to find ways of letting people know that. We wanted to demonstrate the great performance of our funds and MPS Directory & MPS Data Dissemination has let us do just that.”
The service allows DFMs and model portfolio providers to distribute their model portfolio data, literature and factsheets to advisers.
“FE fundinfo's service has helped us generate new leads and business opportunities. We now have intermediaries contacting us directly for access to our models. A lot of them are completely new to us i.e. people or groups we have not heard of.”
“Being on a platform that allows advisers to compare our models and see how well our funds have performed relative to others, has driven up the demand for our models. Both MPS Directory & MPS Data Dissemination and FE Analytics are great products and advisers have really embraced them to enhance and build their investment propositions.”