Smarter MPS decisions start
with smarter analytics.
Every UK model portfolio service on one standardised dataset. Compare strategies on identical numbers, model fees, switching and drawdown outcomes, and file a branded PDF your compliance officer can verify years later. No spreadsheets, no factsheet folder, and no client personal data anywhere in the system.
or email enquiries@mpscompare.co.uk
Every subscription includes every feature and every seat · No client personal data, by design
| Provider | Portfolio | Risk | 3yr Return | 1yr Return | Total Fee | AUM |
|---|---|---|---|---|---|---|
| Sierra Portfolios | Sierra Core Balanced | | + 7.12% | + 9.84% | 0.62% | £1.2bn |
| Alpha Asset Management | Alpha Balanced | | + 6.58% | + 8.91% | 0.74% | £860m |
| Bravo Investment Partners | Bravo Managed Balanced | | + 6.05% | + 10.22% | 0.55% | £615m |
| Delta Capital Partners | Delta Balanced Growth | | + 5.41% | + 7.36% | 0.89% | £430m |
| Echo Asset Management | Echo Balanced Index | | + 4.87% | + 6.94% | 0.48% | £275m |
Illustrative sample. Placeholder providers, not live data.
Defensibility by design
Founding firms shape the platform.
We are onboarding a small number of founding firms ahead of public launch, working with each one directly so the platform fits the way their advisers already work.
Your firm's branding, benchmarks and seats configured with us directly, so the first output you generate is already client-ready.
Your requests go straight to the people building the platform, and what you ask for lands in days, not quarters.
Founding firms have first say in which tools, providers and outputs we build next.
For the adviser, the paraplanner and the compliance officer
The same workspace does three jobs: the meeting, the research behind it, and the file that proves both.
Walk into the review with the comparison already done. Pick the strategies, generate the pack, and spend the meeting advising instead of walking a client through a spreadsheet.
One standardised dataset replaces the factsheet folder. Research, screen and evidence every UK MPS from one screen without re-keying a number, then hand over outputs the file can keep.
Every output is attributed to a named user, stamped with the data and engine versions behind it, and archived for seven years. When the FCA or your PI insurer asks, the answer is retrieval, not reconstruction.
Nine tools. One audit trail.
Every tool draws on the same standardised dataset, so the numbers agree wherever you look. Every PDF is stamped with the versions that produced it, hashed, and archived against your firm, ready to be retrieved when someone asks years later.
Performance Comparison
Up to four strategies side by side on identical numbers, drawn the way factsheets present performance so the figures reconcile with what providers publish. Benchmark overlay and a branded PDF one click away.
See how it works →Fee Impact
What layered charges actually cost a client in pounds over 1, 3 or 5 years: OCF, DFM and adviser fee compounded together, with same-risk-band peers alongside for context.
See how it works →Growth Projector
Three clearly labelled scenarios, Conservative, Moderate and Optimistic, built from the strategy's own track record, with the chance of missing the client's goal stated plainly.
See how it works →Switching Analysis
Stay or switch, projected side by side: transition costs, wrapper differences and an optional CGT estimate, with break-even reported to the part-month rather than rounded to the year.
See how it works →Income & Drawdown
Drawdown plotted against the client's age, with a full Monte Carlo behind the headline figure: the probability of the pot running out by a chosen age. Leads with the risk, the way compliance expects.
See how it works →Holdings Overlap
How much of two portfolios is actually the same, holding by holding? The quick sense-check that a blend adds diversification rather than buying the same index twice.
See how it works →Risk Analytics
Volatility, drawdown, return distribution and correlation for up to four strategies, with a flag when one looks like an outlier against its risk-band peers.
See how it works →Meeting Pack
Comparisons, factsheet pages and your decision note stapled into one branded PDF for the client meeting, with every attachment timestamped for the file.
See how it works →Suitability Letter Builder
A pre-filled draft suitability letter on your firm's letterhead: facts from the platform, every client detail left as a bracketed placeholder for you to complete and own.
See how it works →AI insights and drafting, inside the tools
Plain-English observations on the figures already on screen in Comparison and Risk Analytics, plus first drafts of decision notes and suitability rationales. Grounded on platform data only; every output is a draft the adviser reviews and owns.
Built for the audit, not just the meeting
The output an adviser shows a client is the same artefact a compliance officer can reproduce years later: same engine version, same snapshot data, same content hash.
Every export, from comparison and risk analytics through to meeting packs and suitability letters, writes a permanent record. Records can be added and read, never edited or deleted, and that is enforced by the database itself, not a policy document.
Once a factsheet snapshot is ingested, no adviser session has any way to alter or remove it. Corrections create a new dated row rather than overwriting history, so every figure a client ever saw stays on the record.
Each calculation lives in a pure-function module with a recorded CALCULATION_ENGINE_VERSION. Every PDF footer embeds the engine or generator version and an opaque document reference that resolves to its append-only audit row, where a server-side SHA-256 of the stored file is sealed.
Each firm's data is walled off from every other firm's at the database row level. Automated tests sign in as one firm, attempt to read another's data, and assert nothing comes back, on every release.
The platform collects no end-client name, reference code, or free-text identifier. There is nowhere in the system to store one.
All data is hosted in the UK and never leaves it. TOTP MFA is available to every adviser; leaked-password protection is enabled before launch.
For MPS providers
MPS Compare presents every strategy the same way: returns drawn as factsheets present them, fees itemised identically, risk stated on a consistent, documented basis. When an adviser recommends your portfolio, the evidence behind the decision is already in their file.
Figures reconcile with your published factsheets, and snapshots are immutable once ingested. Corrections create a new dated row; history stays on the record.
No house gets a different chart, a kinder scale, or a buried fee. Every strategy is presented on the same documented basis, to every adviser.
Every output carries its data date, engine version and a verifiable document reference that resolves to an append-only audit record.
Be among the first firms on the platform.
One subscription covers every feature and every seat: shared branding on every output, and firm-wide audit visibility for whoever signs the file off.
or email enquiries@mpscompare.co.uk