Our platform-based Model Portfolio Service (MPS) provides a range of risk-constrained model portfolios designed to support financial advisers in delivering suitable investment outcomes for their clients. The service is structured to combine disciplined portfolio construction, ongoing risk management and cost efficiency, supporting consistent implementation across client portfolios.

Our objective is to manage model portfolios on behalf of financial advisers and intermediary firms, enabling them to focus on client relationships and suitability assessments. The portfolios are designed to be delivered through an adviser’s ongoing advisory proposition, with advisers retaining full ownership of the client relationship. IDAD does not engage directly with clients unless specifically requested.

The MPS offering is available across a wide range of UK investment platforms, with selected availability on international platforms. This flexibility supports advisers operating across different jurisdictions and platform environments. For further information on platform access and international availability, please contact our sister company.