Brave new world. ARIA IP. End to end. All online.

LEARN MORE
More

BRAVE NEW WORLD

  • Technology is challenging the traditional distribution channels.
  • Regulatory changes are pressurising traditional advisory models.
  • Outsourced investment solutions are often piecemeal rather than being delivered holistically in one web enabled portal.
  • Enhanced technology in other areas of a client’s experience mean expectations of wealth management solutions are higher.
OFFERING
Back
THE CHANGING WEALTH MANAGEMENT ENVIRONMENT
OFFERING
More

ARIA IP SERVICE OFFERING

FULL SERVICE WRAP PLATFORM

  • ARIA IP: ALL YOUR NEEDS, IN ONE PLACE
  • WHITE LABELLED WEALTH MANAGEMENT
  • CUSTODY, SETTLEMENT AND PROCESSING
  • EXECUTION SUPPORT ACROSS A RANGE OF ASSET CLASSES
  • RANGE OF DFM OFFERINGS INCLUDING MORNINGSTAR, PARALA and ARIA ATP
  • INVESTMENT ACCOUNT, OFFSHORE BOND, REGULAR SAVERS, SIPP, QROPS, TRUSTS AT DISCOUNTED PRICES
PLANNING
Back

PLATFORM FEATURES

Portfolio Management

  • REGULAR SAVINGS PLANS
  • RISK RATED MODEL PORTFOLIOS
  • 'IN HOUSE' IFA MODEL PORTFOLIOS/FUNDS
  • ONLINE DFM PERFORMANCE UPDATES
  • I-PORTFOLIO FUND RESEARCH TOOL
  • MONTHLY MARKET MONITOR PUBLICATION

Client Management

  • PROSPECT/FACTFINDING TOOLS
  • ONLINE PRODUCT ILLUSTRATIONS
  • ONLINE DOCUMENTATION SUBMISSION
  • OFF PLATFORM ASSETS
  • RISK PROFILING/SUITABILITY REPORT
    GENERATION

BUSINESS MANAGEMENT

  • ONLINE PORTFOLIO VALUATIONS
  • MI REPORTING
  • COMPLIANCE REPORTING
  • ONLINE DEALING
  • INTEGRATED OPERATIONS DASHBOARD
  • COMMISSION/FEES REPORTING

ACCOUNT OPTIONS

  • INVESTMENT ACCOUNT
  • STRUCTURED PRODUCT ACCOUNT
  • OFFSHORE BOND ACCOUNT
  • SIPP/QROPS
  • TRUSTS/CORPORATE SCHEMES
  • REGULAR SAVINGS PLANS
  • US CLIENT FRIENDLY
PLANNING
More

THE WORKS: END TO END FINANCIAL PLANNING

TECHNOLOGY ENABLED STEPPING STONES

SOLUTION
Back

CENTRALISED INVESTMENT PROPOSITION

SOLUTION

ALL OF YOUR NEEDS. ALL IN ONE PLACE.

  • INTEGRATED FINANCIAL PLANNING

    End to end advice process.

  • INDEMNIFY PEDIGREE

    Control business, operational and advice process risk

  • INVESTMENT PARTNERS

    In Source DFM solutions and retain control of client relationship.

  • INDUSTRIALISE PROCESSES

    Drastically cut operational cost base.

  • INNOVATION PRIORITISED

    ARIA IP goes beyond an outsourced investment solutions provider.

Enquire

Enquire

Contact us to find out how we can provide innovative wealth
management solutions for you today.
sales@ariacm.com

UK: +44 203 137 3840
Dubai: +971 4 325 2800

ARIA IP: INNOVATION PRIORITISED.