Portfolio Administrator Wrap Solutions

The Portfolio Administrator solution is based on a reducing portfolio fee structure. It suits higher net worth clients with a very competitive base rate card and investment strategies where advisers are using sector specific funds and direct shares.

Click on the links below for further information.

Portfolio Administrator (PA) - SuperWrap Essentials

Portfolio Administrator (PA) - Investment Wrap Essentials

Portfolio Administrator (PA) - Rate Card

 

Find out more

To find out more about how Portfolio Administrator, or any of DKN's Wrap Solutions can support you and your business contact one of our dedicated Business Development team

Click here to order a PDS online.

Click below to access the Wrap Desktop

*