MODEL MANAGER

Our standalone Model Portfolio Management Tool (MPM) enables Advisers (with the appropriate discretionary powers), Private Banks, Asset Managers, Trust Companies and Discretionary Fund Managers (DFMs) to take full administrative control over their model portfolios, creating and managing them online.

  • Construct your own model portfolios or work with a DFM
  • Unlimited number of portfolios named to your companies requirements
  • Automated rebalancing diarised monthly, bi-monthly, quarterly, bi-annually or annually
  • Adhoc balancing if required
  • Zero cost on trading/rebalancing
    (subject to chosen investment minimums and mutual fund usage)
  • Bulk trading and automated client portfolio reconciliation systems
  • Single dealing instruction across all clients

Our automatic fund management software, allows you as the appointed model manager to easily trade and re-balance electronically.

Our Discretionary Fund Management Service is structured as a segregated account, within the International Investment Platform on behalf of each underlying investor.

This service is fully customisable for your mandate and requirements, and can be discussed in more detail your Veritas representative so that we can better understand your full set of requirements.

VIP ACCOUNT MODEL MANAGER

IIP ACCOUNT MODEL MANAGER

VIP ACCOUNT MODEL MANAGER

IIP ACCOUNT MODEL MANAGER

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