Solution introduction
The Next Generation Portfolio Management Platform for Wealth Management and Advisers
Powering portfolio management with integrated technology, automation, and scale
Nextportfolio 4 is Allfunds’ next-generation portfolio management solution, designed to help wealth managers and advisers transform their investment proposition and scale efficiently in an increasingly complex market.
Built on the foundation of Allfunds’ global platform, Nextportfolio 4 delivers a comprehensive suite of capabilities that enable firms to manage, execute, and monitor multi asset investment portfolios seamlessly. The solution integrates order management, portfolio construction, risk analysis, compliance monitoring, reporting, and client engagement tools — all within a single, secure ecosystem.
With a flexible, modular design, Nextportfolio 4 allows firms to tailor the platform to their specific business and client needs, supporting discretionary, advisory and hybrid propositions.
Nextportfolio 4 is also designed to meet the evolving regulatory landscape, ensuring wealth managers have access to robust compliance tools and reporting capabilities that streamline operations and reduce risk.
By integrating seamlessly with Allfunds’ fund dealing network and universe of investment products, Nextportfolio 4 helps wealth managers optimise execution, improve operational efficiency and deliver a superior client experience.
The solution empowers UK wealth managers to future-proof their business models, scale efficiently, and embrace digital transformation at a time when clients’ expectations for technology-enabled, personalised advice are higher than ever.
Features
- Integrated portfolio management: end-to-end management of client portfolios, including portfolio construction, rebalancing, monitoring, and performance reporting.
- Order management and execution: native integration with Allfunds’ dealing network for seamless trading of mutual funds and ETFs as well as a full multi asset order management capabilities.
- Risk and compliance tools: embedded risk profiling, suitability assessments, pre-trade and post-trade compliance checks.
- Modular architecture: configurable to support discretionary, advisory and hybrid models, allowing firms to tailor workflows and client journeys.
- Reporting and analytics: advanced performance analytics, client reporting and dashboards to support adviser and end-client engagement.
- Client engagement: digital tools that enhance adviser-client interaction and communication, meeting the expectations of modern investors.
- Regulatory readiness: designed to help firms comply with evolving UK and EU regulations including MiFID II, PROD and ESG disclosure requirements.
- AI capabilities: embedded AI- driven tools support predictive analytics, portfolio optimisation, automates monitoring, and intelligent alerting- helping advisers make faster, more informed decisions.
Benefits
- Operational efficiency: streamlines the portfolio management lifecycle, reducing manual processes and operational risk.
- Scalability: enables firms to scale their client base and assets under management without proportional increases in resources.
- Client-centric proposition: supports advisers in delivering personalised, compliant advice efficiently.
- Flexibility: modular design means firms can adopt capabilities at their own pace and to fit their business model.
- Seamless integration: native integration with Allfunds’ global platform enables efficient access to a broad range of investment products.
- Enhanced compliance: tools that help wealth managers manage regulatory complexity and meet their obligations confidently.
- Data-driven insights: advanced analytics and reporting empower better decision-making and enhanced client reporting.
Customers
Solution Details
Key Data
Type of Clients
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Client Regional Presence
- Asia
- Middle East
- North America
- South America
- Western Europe
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Nextportfolio 4
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