JPMorgan Asset Management has unveiled a new online portal for advisers using its Fusion range of multi-manager funds.
The new JPM Adviser Portal will allow advisers to create tailored white-label client reports of underlying funds holdings and performance contributions.
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In addition, the new outsourcing tool will provide market commentary and updates from JP Morgan’s Market Insights programme, such as charts detailing the affect of macro-trends on portfolios.
Using this new tool, advisers will be able to add customized elements including creation of individual reports for each client and market overviews.
The Fusion funds range, which includes five risk-rated portfolios, will be currently managed by Tony Lanning and has around £30 million invested across five portfolios.
Keith Evins, head of retail marketing, JPMAM, said: "We developed the idea for the portal at the same time as we launched the funds to give advisers a leading client review tool as part of this outsourcing solution. Advisers were concerned about becoming distanced from investment performance as they began to focus more on broader financial planning.
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By GlobalData"We have also invited some advisers and potential clients to come in and road-test the portal for us so it has actually been constructed using adviser feedback," he added.
