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Asset Intelligence Research has partnered with Fundment to launch a new white label investment platform

Investment research firm Asset Intelligence Research (AIR) has teamed up with Fundment to launch a new white label investment platform for advisors

Last year, white label platform provider Fundment raised £ 34m from investment firm ETFS Capital to bring new products and services to market

After raising capital, Fundment has now signed a contract with AIR to launch a new white label investment platform called My Investment Center, available to all advisors inside and outside the company

The new platform will use Fundment technology and will also be white-labeled so that consultants can tailor it to their own needs

Headquartered in Leicester, Leicester, Superbia Group is the parent company of the Midlands-based investment and research business AIR and its Discretionary Fund Management (DFM) arm.The group also oversees two advisory firms – Furnley House and Superbia Financial Planning AIR 40 Consulting firm with total assets of 5 billion GBP

According to Superbia, My Investment Center offers advisors features such as tailored reports, access to a variety of investment opportunities, and competitive pricing

Consultants who use My Investment Center pay an all-inclusive fee that is reduced by 25 basis points (bps) depending on the amount of investments they hold

Consultants will also have access to tax wrappings, flexible ISAs, offshore bonds, and incremental drawdowns through the platform, according to the company

John Woolhouse (pictured), director and head of business development at Superbia, said the company was “pleased” that it can now make a new key offer to its advisors

“We are excited to offer this service to our customers and their customers, we no longer have to compromise our business to customize the functionality of external platforms and we have had great feedback on the online portal and platform communication so far,” said he

“Having our DFM solutions on a range of platforms was important to our financial advisor clients, but we felt that having a preferred provider [in Fundment] would allow us to innovate and make our offering real We wanted better reporting and customer care, as well as better functionality to include products like ETFs and other holdings that are typically not compatible with all platforms’

Ola Abdul, CEO of Fundment, said: “AIR is an exciting, emerging and increasingly influential player in the centralized investment offerings market, making it a natural addition to the Fundment platform

“There is an excellent synergy between our business areas, our services complement each other perfectly and it is precisely this kind of partnership that we would like to build up in order to deepen the acceptance of our platform”

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Source: https://citywire.co.uk/new-model-adviser/news/challenger-platform-teams-up-with-investment-research-firm-in-new-launch/a1468642