Adviser Technology
& branded materials

For each Adviser Partner we work with, we build a customised, Adviser branded web portal, fully equipped with a suite of adviser tools and tech enabled resources, adviser branded materials and bespoke client proposal packs to take much of the legwork out of the client onboarding and servicing, whilst adding maximum adviser value with clients.

The Portal

The exclusive PAM online web portal provides a range of dynamic tools to help you manage your models more efficiently and better service your clients.

Live Performance

View and export live portfolio performance stats, export adviser branded charts

Performance Packs

Instantaneously generated performance, holdings and overview PowerPoint and PDF packs

CIO View

Access live investment views across multiple asset classes, view live changes

Investment Proposals

Investment Proposals Generate bespoke client investment proposals, all adviser branded

Branded Support Materials

Including portfolio strategy sheets, monthly and quarterly market updates

Portfolio construction and rebalancing tool

A range of dynamic tools to help you manage your advisory models more efficiently

ADVISER BRANDED MATERIALS

For each adviser firm we work with, we create a suite of Adviser branded materials to enhance your value proposition with your clients. This goes way beyond a logo on top of a factsheet, these are fully designed with our marketing team in your brand, your fonts, your colours, your language.

Portfolio Strategy Sheets
Range Information Sheets
Monthly Commentaries
Quarterly Investment Outlooks
Investment Proposals

Head of UK Solutions

For asset managers to stay relevant, it is vital we deliver not just product, but solutions, putting the power and value back in the hands of Advisers. At Pacific we work closely with all our clients to deliver great client outcomes with exceptional levels of service, as a truly ‘in-sourced’ investment partner.

– Ben Sears, Head of UK Solutions

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For more about how our Model Portfolio Solutions can help you