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Impressed by the depth of transparency and quality of real-time valuation and performance data we supply to our clients as standard, we are often approached by firms wishing to offer the same high standard of information to their own clients. In anticipation of this demand, our online investment management delivery platform, Pharos™, has been designed to facilitate its use by firms other than our own. Offering secure online access to their clients through our platform has been viewed by most of our partners as the most efficient method of adopting such a service. Brand Continuity Modification of the client-side interface to compliment the look and feel of a firm’s existing online offering is straight forward, requiring minimal time and incurring minimal expense. Our development team endaevour to ensure that the transition from your current online offering to the Pharos™ generated dynamic web pages are as seamless as possible. A Two-way Relationship In return for incurring the majority of up-front and on-going costs involved in providing a “white-labelled” product, we expect the commitment of a minimal level of assets be managed through the platform. This level has typically been in excess of US Dollar five million, for discretionarily managed assets, and in excess of US Dollar ten million for execution only assets. The Next Step…… We appreciate that each of our potential partners' requirements are different and, therefore, suggest that they contact us to discuss this option further. Contact Us. |
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