Unique...
Assetfirst is a totally unique service for Indpendent Financial Advisors in that it is paid for (via a fixed monthly fee), by the IFA business not by the client.
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Unique in that it keeps the IFA central to the client relationship - all portfolio maintenance and rebalancing is carried out by you, the IFA.
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Available for a fixed monthly fee based not on Assets Under Management but on the number of registered Individuals in the company.
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Unique in that it is platform neutral - the IFA can implement it anywhere that the underlying assets of the portfolios can be purchased.
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