Where to Access Our Products
Available across leading UK platforms and research tools, giving advisers flexible access to Aristo Capital portfolios.
Where can you research Aristo Capital portfolios
Financial advisers can research the Aristo Capital Model Portfolio Service using multiple resources, including platform-based information, and support materials supplied by Aristo Capital.
Each portfolio comes with detailed factsheets covering objectives, asset allocation, investment strategy, and historical performance. Performance data is provided with full disclosures and excludes adviser fees, platform charges, and tax effects.
Aristo Capital portfolios are accessible through professional research tools like Morningstar Direct. Our investment managers are actively working to make Aristo portfolios available for third-party analysis tools which use Morningstar Investment Distribution Manager (IDM)as their data source, so advisers can evaluate them using familiar frameworks as part of their due diligence. Further, due diligence can be found on the SuggestUs site from ARC/S&P.
We are working to make portfolios available for research providers such as Selectapension and Fintegrate which use Morningstar IDM as the source of the MPS libraries, allowing adviser to review structure, objective and characteristics alongside other solutions.
We are also in discussions with Dynamic Planner to enable portfolio research, risk mapping, and comparison within those systems. This ongoing work is intended to support advisers in assessing Aristo Capital portfolios using established tools for suitability, risk, and long-term outcomes.
On Which Platforms Aristo Capital MPS Is Available
The Aristo Capital Model Portfolio Service is best used on modern digital platforms, meaning it can be accessed across a range of UK investment platforms.
Currently, Aristo MPS is available on the Fundment platform and Transact, with discussions going on with AVIVA and Raymond James, enabling advisers to use them in ISAs, pensions, and other wrappers, depending on platform features and permissions. We continue to be engaged in ongoing discussions with additional platforms as part of a phased expansion, ensuring portfolio availability aligns with platform capability, operational readiness, and governance standards.
This measured approach is intended to support Aristo Capital portfolios are introduced to platforms in a controlled and well-supported manner, prioritising quality over rapid distribution. Advisers are encouraged to confirm the latest platform availability directly with Aristo Capital or their preferred platform provider, as options may evolve over time.
Adviser Access and Portfolio Use
When available on a platform, advisers access Aristo portfolios just as they would other discretionary model portfolio services. Portfolios are managed on a discretionary basis by Aristo Capital, while advisers retain responsibility for advice, suitability checks, client reviews, and ongoing recommendations.
This clear division of roles helps maintain clarity around respective responsibilities and allows advisers to focus on personalised financial planning and client relationships, while Aristo Capital handles portfolio construction, monitoring, and investment oversight.
