We collect and analyse data on hundreds of thousands of real portfolios from investment managers who truly embrace transparency.
Access the leading performance measurement yardstick Private Client Indices and find out about the actual returns investment managers have generated.
Have a portfolio of your own? Want to know how it has fared against everyone else? Give us the data via our secure platform and we can produce a comprehensive performance report in seconds.
Suggestus provides a suite of tools to help you find the best solution for your clients. Built to provide advisers with an intuitive, compliant and repeatable process for reviewing and selecting the most appropriate investment manager.
Use the online tool to generate a risk profile for your clients and find managers that match their specific preferences.
Access a comprehensive directory of standardised investment manager due diligence.
Get a unique insight into the actual client experience investment managers are generating.
Want to know how a client’s portfolio has performed? Give us the data via our secure platform and we'll give you the answers.
We collect and analyse data on hundreds of actual portfolios managed on behalf of charities and share the results to help you understand if you are getting the best out of your capital.
Join the community of managers who are embracing transparency and engagement in our industry.
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Fee QuickCheck
Fee QuickCheck provides a starting point for assessing whether your fees are reasonable. With just five pieces of information (currency, exposure to funds, portfolio size, investment service cost and total ongoing cost), Fee QuickCheck reviews your fees and charges versus a peer encompassing the published fee scales of circa 100 discretionary investment managers. |
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Suggestus App on Google Play
Download the Suggestus App on Google Play to access the Performance QuickCheck and see if your portfolios is keeping up with our peer group of more than 250,000 portfolios. |
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Suggestus App on Apple AppStore
Download the Suggestus App on the AppStore to access the Performance QuickCheck and see if your portfolios is keeping up with our peer group of more than 250,000 portfolios. |