How it works

1

Register

Register as an adviser and start on-boarding clients immediately.

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Invest

Search P2P opportunities and build your portfolio with Self-Select, or choose one of our risk adjusted Pre-Selected Portfolios.

3

Monitor

Track performance and cash management from your personalised dashboard.

Select your own P2P lending investments

Self-Select Investments

Compare and select from a number of direct lending opportunities on several major P2P lending platforms – all in one place

Model portfolios tailored to your needs

Pre-Selected Portfolio

Choose from our range of pre-selected portfolios. Each contains what our fund management team believe to be the best lending opportunities for specific risk and return criteria.

Self-Select Key Features

Whole of market P2P advisory tool

Profile your client

Set your client’s risk preferences according to your assessment

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Search 85% of the market

We’ve brought together the major P2P direct lending platforms that meet our stringent criteria

Build a portfolio

Review P2P lending investments using comparison tools and research, or select from our model strategies and other products

Test your selection

See how your client’s portfolios would have performed retrospectively with our back-test tool

Advise

Present your recommendations, using our easy-to-understand graphics. Adapt the portfolios and make notes on client discussions for future reference

Monitor

Track performance of all your clients’ portfolios from one dashboard and use one-click reporting

Stay compliant

All your activity is logged so it’s easy to generate reports to evidence whole of market review, appropriate advice and other compliance requirements

Pre-Selected Portfolio

Put together by our expert fund management team, our Pre-Selected Portfolios offer a curated set of investments with clearly defined risk and return profiles. Each contains a blended set of funds that aims to fulfil asset allocation goals as closely as possible and are based on a medium to long-term investment horizon (3 – 5 Years).