Brave new world. ARIA IP. End to end. All online.

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BRAVE NEW WORLD

  • Technology is challenging the traditional distribution channels.
  • Regulatory changes are pressurising traditional advisory models.
  • Outsourced investment solutions are often piecemeal rather than being delivered holistically in one web enabled portal.
  • Enhanced technology in other areas of a client’s experience mean expectations of wealth management solutions are higher.
OFFERING
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THE CHANGING WEALTH MANAGEMENT ENVIRONMENT
OFFERING
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ARIA IP SERVICE OFFERING

FULL SERVICE WRAP PLATFORM

  • ARIA IP: ALL YOUR NEEDS, IN ONE PLACE
  • CUSTODY, SETTLEMENT AND PROCESSING
  • EXECUTION SUPPORT ACROSS A RANGE OF ASSET CLASSES
  • Range of MPS offerings, including Symphony, Investology
  • INVESTMENT ACCOUNT(GIA), OFFSHORE BOND, REGULAR SAVERS, SIPP, QROPS
PLANNING
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PLATFORM FEATURES

Portfolio Management

  • REGULAR SAVINGS PLANS
  • RISK RATED MODEL PORTFOLIOS
  • 'IN HOUSE' IFA MODEL PORTFOLIOS/FUNDS
  • ONLINE DFM PERFORMANCE UPDATES
  • MONTHLY MARKET MONITOR PUBLICATION

Client Management

  • PROSPECT/FACTFINDING TOOLS
  • ONLINE PRODUCT ILLUSTRATIONS
  • ONLINE DOCUMENTATION SUBMISSION
  • OFF PLATFORM ASSETS

BUSINESS MANAGEMENT

  • ONLINE PORTFOLIO VALUATIONS
  • MI REPORTING
  • COMPLIANCE REPORTING
  • ONLINE DEALING
  • INTEGRATED OPERATIONS DASHBOARD
  • COMMISSION/FEES REPORTING

ACCOUNT OPTIONS

  • INVESTMENT ACCOUNT
  • OFFSHORE BOND ACCOUNT
  • SIPP/QROPS
  • TRUSTS/CORPORATE SCHEMES
  • REGULAR SAVINGS PLANS
PLANNING
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THE WORKS: END TO END FINANCIAL PLANNING

TECHNOLOGY ENABLED STEPPING STONES

SOLUTION
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CENTRALISED INVESTMENT PROPOSITION

SOLUTION

ALL OF YOUR NEEDS. ALL IN ONE PLACE.

  • INTEGRATED FINANCIAL PLANNING

    Streamlined advice process.

  • INDEMNIFY PEDIGREE

    Control business, operational and advice process risk

  • INVESTMENT PARTNERS

    Risk rated MPS solutions allow retaining control of client relationship.

  • INDUSTRIALISE PROCESSES

    Drastically cut operational cost base.

  • INNOVATION PRIORITISED

    ARIA IP goes beyond an outsourced investment solutions provider.

Enquire

Enquire

Contact us to find out how we can provide innovative wealth
management solutions for you today.
enquiries@ariacm.com

UK:+44 (0) 14 8391 7644

ARIA IP: INNOVATION PRIORITISED.