Model Portfolios
Five multi-asset models with holdings, cost, expected return and benchmark positioning — plus Model X-ray and side-by-side comparison as an independent yardstick for your DFM or committee.
Edge
Investment thinking,
built for advice firms.
Everything your firm needs to research, oversee and communicate investments in one unified platform.
View pricingSix modules, one workflow
From asset allocation to the client conversation.
Expected Returns
Ten-year forward return and volatility estimates across equity countries, US sectors and styles, and sovereign bonds — with Ask PT for instant, plain-English context.
Fund Research
UK and US coverage with probability-based ratings, fund comparison and plain-English theses you can drop straight into your reporting.
One-Pager
One-page market updates, model ranges, specific portfolios and multi-fund summaries in Word or PDF.
Create
Investment commentary, briefs and social posts written in your firm's voice, grounded in your models and research.
Automate
Set the cadence once and your market briefs, model updates, fund spotlights and one-pagers arrive on schedule.
Why firms choose us.
Grounded in your own models
Every memo and commentary references your firm's own models and research, not a generic market template.
Supervised AI, documented process
Models do the scale; our investment process governs the output, so it stands up in a compliance review.
Branded as yours
Your logo and your firm's voice on every deliverable, whether it is a client explainer or a compliance rationale.
Pricing calculator
What will it cost your firm?
1
010
First seat £99 per month, plus VAT. Every additional seat is priced 10% below the one before it, down to a floor of £49.50 per seat.
Early bird price
£49.50/ month
£99 standard — 50% early bird discount applied
£49.50 per seat, per month
Prices exclude VAT
Firms with more than 5 advisers: we ask for a minimum of 2 seats. Get in touch and we'll talk through the right setup for your team.
Start a free 14-day trial
Full access, no card required. We'll set your team up.
Portfolio Thinking Limited provides consultancy and technology services to professional intermediaries only. We do not provide regulated financial advice. Screenshots show illustrative data.