"Advisory firm Provisio Limited has also launched what I think could be an equally deadly salvo in the form of its Assetfirst service which is being run in collaboration with Cormorant Capital strategies...."
David Stevenson FT columnist and consultant

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...

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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Unique...

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...

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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