Asset Intelligence Research (AIR) has launched the platform - My Investment Centre - in a joint venture with Fundment, an investment platform provider.
My Investment Centre has an annual charge reducing from 25bps, depending on levels of investment held.
AIR is a Midlands-based investment and research business with Assets Under Influence of more than £5bn. It is part of financial services company The Superbia Group which has a range of financial businesses including a Financial Planning firm and an adviser acquisition arm.
The Leicester-based Superbia Group includes AIR, which serves 40 financial adviser businesses, IFA Furnley House and Superbia Financial Planning.
My Investment Centre will provider a range of functionality including tailored reporting and access to a range of investments at “a cost-competitive price.”
Products available will include ISAs, offshore bonds and phased drawdown.
The solution is white labelled for adviser businesses and AIR believes it will appeal to advisers “dissatisfied” with current options.
Robert Love, director and founder at Asset Intelligence Research, said: “We have launched this platform after our client research identified a real frustration with investment platforms amongst IFA businesses, with expectations rarely being met with regard to service, development and performance.”