Mountains

Tools

Client Manager

Select, group or link and manage your clients’ accounts.

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Risk Profiler

Our Risk Profiler tackles both ability to take risk (capacity for loss) and willingness to take risk separately, with feedback to promote discussion.

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Risk Rated Reports

Prepare tailored reports to illustrate an investment in the Margetts Risk Rated funds.

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Online Valuations

View and prepare investor valuations.

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Document Store

Retrieve documents created and saved on our website.

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Bulk Reporting

Report to your clients in batches.

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Payments and statements

Search and monitor payments and statements for your firm.  Please note that this tool is only available if payments are made to your agency code, if you are not able to access this tool then use the fees and commissions tool below.

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Fees and commissions

Search and monitor fees and commissions paid to your agency

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Update Profile

Edit your profile details and upload you logo

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Suitability Letter Template

Our suitability letter template has been provided by the national compliance firm ThreeSixty.

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Risk Scale

Explanation of the Margetts Risk Scale

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Risk Mapping

Risk scales differ between providers. We can help map risk and work with other specialists like FinaMetrica and Distribution Technology

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Diary

A review of the main global economic themes, investment strategy and analysis of underlying holdings from the weekly investment committee meeting.

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Lessons from History

Our “Lessons from History” document provides a detailed look at how the strategic asset allocations of our portfolios have performed through history, helping you to manage investor expectations.

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Interactive Charting

Our interactive charting tool allows advisers to analyse and compare UK funds and their IMA sectors.

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Literature Tips

Tips on how to complete literature

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Research

Examples of research on the underlying investments demonstrates the level of due diligence.

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