Betafolio is a flat-fee, low-cost, evidence-based turn-key model portfolio service (MPS) exclusive to financial planners and their clients.
Intelligently Designed Model Portfolios
With Betafolio, financial planning firms can access a range of services that enable them to focus on delivering core financial planning and behavioural coaching to clients, while delegating time-consuming tasks such as portfolio construction, rebalancing, due-diligence and tax optimisation to us.
Adviser's Alpha Enhanced
Our ongoing portfolio governance frees up time to focus on helping clients avoid behavioural mistakes that often damage returns.
The typical annual charge for the portfolios is 0.25%, which means clients have the best possible chance of meeting their goals, at a low cost.
Global Asset Allocation
What separates Betafolio’s turn-key MPS from discretionary model portfolio services is that the adviser firm is in control of the overall proposition. We work collaboratively with firms to administer the mandate on platforms, under the advice firm’s brand and regulatory permission (i.e. no discretionary permission is required).
- Branded model portfolios: Classic & ESG range
- Portfolio update: Quarterly
- Branded investment process document: Annually
- Custom platform due diligence: Annually
- Portfolio mapping to risk profiling tool: Annually
- Performance analysis (including benchmarking against peers and multi-asset fund range): Quarterly
- Multi-asset fund panel: Quarterly
- Timelineapp.co license
- Copies of FinalytiQ’s platform and multi-asset fund reports: Annually
- Portfolio stress-testing (bull and bear charts, max losses and gains etc): Quarterly
- Client-ready commentary/articles: Quarterly
- Portfolio factsheets and snapshots: Quarterly
- Investment committee meeting: Annual (Group)
- – Everything from the Starter Subscription –
- Timelineapp.co license x2
- Custom portfolios range: Classic & ESG range
- Investment committee meeting: Bi-annual
- Due diligence (EIS/ S1PP / DFM) x1**
- – Everything from the Standard Subscription –
- Timelineapp.co license x3
- Client-specific portfolio comparison (with the Betafolio range only): Up to 10
- Presentation at client-events: 1 / yr.
- Rebalancing : Tolerance-based*
- CGT management – Client-level*
- Due diligence (EIS/ S1PP / DFM) x2**
*Additional £200 + VAT per client or £275 per household applies for the portfolio administration services including rebalancing, CGT and cash buffer management and a minimum of 20 clients a year per firm.
** We provide a detailed due-diligence report for EIS, SIPPs and DFM services. Each report includes up to three providers of the same service/products.
What is Evidence-Based Investing?
What about cash?
Do you work with providers/networks/platforms?
How do you collect fees?
All fees are collected by Direct Debit using the GoCardless payment system. Monthly invoices will be provided for your records.
Is the service available on all platforms?
Do you work directly with consumers?
Can we tailor the portfolios to our firm?
Absolutely. Just choose our ‘Custom’ Option and we’ll get the process started. We’ll start by understanding your views and what customisation you want to make. Then we’ll explore the evidence to see whether this adds value to the portfolios.
Can advisers white-label the portfolio names?
Do you consider CGT issues when rebalancing/switching funds?
Have a question?
Get in touch!