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How do model portfolio services work on platforms? episode artwork

Jun 6, 2024 5 min

How do model portfolio services work on platforms?

from The Paraplanners' Assembly Podcast

In a special bite-sized Assembly, Transact’s Stuart Fleat explains how model portfolio services offered by discretionary investment managers are able to be accessed on platforms like Transact. In less than six minutes, Stuart explains how platforms and MPS providers are able to handle access to client accounts and data securely and confidentially, how portfolio rebalancing works in practice, practical considerations around capital gains tax, and how clients are invested into the model portfolios.

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How do model portfolio services work on platforms?

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How long is this episode of The Paraplanners' Assembly Podcast?

This episode is 5 minutes long.

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This episode was published on June 6, 2024.

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