WebI have wide ranging Platform knowledge and practical experience on both the Aviva Platform and Xhub systems and use this regularly to help and guide IFAs and DFMs alike. Within Aviva,... WebWe’ll handle the custody and client money, as well as powering the trading and settlement of assets. Our clients take on the role of platform operator – owning the legal relationship with the end investor, handling the day-to-day admin and adviser/client support, and earning the platform fee in the process.

Branching out: How DFMs are spreading across platforms

WebJun 15, 2024 · Aviva migrated its platform from Bravura to FNZ in 2024. Aviva’s advised platform offers access to over 4,000 funds from 225 fund groups, 70 DFMs, structured products and over 2,000... WebJan 11, 2024 · They add a layer of charges and the overall bottom line is more expensive than a typical IFA advisory portfolio. Aviva is a whole of market platform and has a … edihi graphic

8 advisers reveal the most important question they ask DFMs

WebData Facility Storage Management Subsystem [a] ( DFSMS) is a central component of IBM 's flagship operating system z/OS. It includes access methods, utilities and program … WebJun 24, 2024 · It also uses managed portfolios via the Fusion platform. Neil Jefferies (pictured), head of Adroit, said: ‘We ask providers about their range of services including bespoke model portfolios and multi-asset funds, as these cover most of our clients’ needs. ‘We want financial strength, so look at DFMs with over £5bn under management. WebBy operating a platform of their own. This paper will explore some of the reasons why they might want to. It will chart the developments that are making it possible. It will unpack the different options at their fingertips (from ‘white label’ platforms through to those operated by firms themselves). edi imaging phototouchinc