Working with us
What you can expect
“Psigma does an extremely important job. One of your major attributes is you care about what you do which is very important to me. This comes across when you talk with my clients”
Chartered Financial Planner, Burlington Associates
Due to the ongoing response to COVID-19, all of our staff are now working from home and are fully operational online.
As a result, we are making some adjustments to the way that we are onboarding clients.
So that we can continue to provide a seamless service and continue to support you and your clients, we would like to take this opportunity to update you on the revised processes that we are implementing.
If you have any questions, please do not hesitate to contact us on email@example.com
What can you Expect?
Exceptional service from your Investment Manager and your Business Development contact.
You and your clients can speak or meet with your Investment Manager directly.
We provide a no-cost portfolio review for new clients to assess if their existing portfolio is likely to meet their objectives.
Your Business Development contact will provide you with relevant performance data and commentary as required.
To be kept informed
We offer you and your clients a comprehensive reporting package and regular investment commentary. We also host investment update events.
You can have online portal access to your clients' current and historical valuations, asset class breakdown and performance. You can also request meetings.
Your clients' annual suitability assessment can be carried out either by you or your Investment Manager.
Ongoing adviser charging
We facilitate adviser charging which is paid on a monthly basis.
We work with Distribution Technology and Defaqto to provide access to our six MPS strategies via Dynamic Planner and the Engage Platform.
Your Business Development contact keeps you fully updated and ensures the service you receive is as it should be.