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Bespoke Research

MiPlan offers bespoke qualitative and quantitative research to Category 2 licensed managers as well as to adviser groups.

To complete this bespoke service, MiPlan will make available its unique discretionary client administration portal MiGateway to efficiently administer model portfolios from a FAIS and FICA perspective. For those clients wishing to run multi-manager unit trusts, MiPlan seamlessly facilitates this through its ownership in IP Management Company. Details of our philosophy, process, reporting, and administrative support are found here.

 

Any partnership with MiPlan, facilitates an end-to-end solution for any prospective multi-manager business.