Introducing Verbatim 

Created to be the most accurate, comprehensive and easy-to-use investment process available, Verbatim offers you:

•   a reliable, compliant and repeatable risk profiling system

•   a robust asset allocation tool, producing results in seconds

•   a whole of market range of independent investment options

By placing your client’s needs at the heart of the process, Verbatim ensures that you can continue to provide the highest level of flexible, independent and compliant advice.

Distribution Technology is the UK's leading provider of financial planning and sales technology. Verbatim, in partnership with Distribution Technology are offering access to Distribution Technology's, Dynamic Risk Profiler.

International Financial Data Services (IFDS)

IFDS is a joint venture between affiliates of State Street Corporation and DST Systems Inc. IFDS is recognised as the world’s leading provider of investor record-keeping services and technology solutions for distributors, advisers and investors.

Rayner Spencer Mills (RSM Group)

Rayner Spencer Mills (RSM Group) is a Research and Financial Consulting Company who provide specialist consulting and research services to the financial services industry. The RSM Group add value which significantly improves the performance of products and distribution channels.

IM Verbatim Fund Managers 

As part of our range of independent investment solutions, Verbatim have launched a selection of funds designed to precisely match the asset allocation models produced by the compliant investment process.  Managed by some of the most respected figures in the sector including teams from Schroders, Henderson New Star, Ignis and Architas, the funds are constantly monitored to ensure that they remain within the assigned volatility parameters and, therefore, that your clients’ needs are met. 

Investment Committee

To offer you and your clients an additional layer of security, Verbatim also has a unique independent Investment Committee to work with the Fund Managers in ensuring the IM Verbatim Funds stay within the allocated volatility parameters, and to monitor the performance of the funds.  The Committee is made up of members from Allium Capital, Rayner Spencer Mills, IFDS, Distribution Technology and The SimplyBiz Group to guarantee that your clients’ interests are being overseen by a totally independent body.