Switching Software
Cashflow and Drawdown Reviews
Defined Benefit Transfers
Portfolio and Fund Reviews
Integrations
Pension and Investment Projections
Report Writing
Provider Services
Selectapension now hosts Morningstar DFM Model Portfolio Performance across the tools.
This includes performance from over 1,500 portfolios across over 100 DFM providers.
| DFM Name | Number of MPS |
| 8AM Global Limited | 22 |
| abrdn Portfolio Solutions Limited | 21 |
| Acadian Asset Management LLC | 2 |
| AJ Bell Asset Management Limited | 28 |
| Albert E Sharp LLP | 8 |
| Alpha Vee | 17 |
| American Funds | 16 |
| ARK Investment Management LLC | 1 |
| Avellemy Limited | 18 |
| Aviva | 6 |
| Barras Capital Management Limited | 16 |
| Blackfinch Investments Limited | 5 |
| BlackRock Inc | 17 |
| BlackRock Investment Management (UK) Ltd. | 7 |
| Brewin Dolphin Ltd. | 26 |
| Brooks Macdonald Asset Management Ltd | 22 |
| Castlefield Investment Partners LLP | 9 |
| Centile Partners Limited | 42 |
| Charles Stanley & Co Ltd | 32 |
| City Asset Management | 7 |
| Clever Marlborough | 11 |
| Close Brothers | 13 |
| Confluence Investment Management LLC | 1 |
| Copia Capital Management | 15 |
| Crossing Point Investment Management Limited | 31 |
| DF Dent & Co Inc | 3 |
| Easterly Investment Partners. | 2 |
| EBI Portfolios Ltd. | 55 |
| Elston Portfolio Management | 10 |
| EQ Investors | 25 |
| Evelyn Partners Investment Management Services Limited | 21 |
| FACET | 8 |
| FE Fund Info | 48 |
| Fidelity Management and Research Company | 4 |
| First Heartland Capital | 1 |
| Flying Colours Investment Management Limited | 12 |
| FolioBeyond, LLC | 1 |
| Franklin Templeton Investments | 1 |
| Fundhouse | 13 |
| Fundment Limited | 15 |
| Hawksmoor Investment Management Ltd | 25 |
| HSBC Global Asset Management (UK) Ltd | 5 |
| Hymans Robertson Investment Services LLP | 13 |
| IBOSS Asset Management Ltd | 32 |
| Innovator Capital Management | 1 |
| Investec Wealth & Investment Limited | 8 |
| iSectors, LLC | 3 |
| King & Shaxson Asset Management Limited | 7 |
| Legal & General Investment Management Ltd. | 21 |
| LGT Wealth Management UK LLP | 11 |
| Liontrust | 48 |
| Lunt Capital Management, Inc | 1 |
| M&G Wealth Investments LLP | 10 |
| MAPS (tcf) | 10 |
| Marlborough Investment Management Ltd. | 11 |
| Meon Capital Management | 3 |
| Momentum Global Investment Mgmt Ltd | 10 |
| Morningstar Investment Mgmt Europe Ltd. | 42 |
| Nikko Asset Management Americas Inc | 1 |
| Nucleus Financial Services Limited | 23 |
| Oakham Wealth Management Ltd | 5 |
| OCM Wealth Management Limited | 14 |
| One Four Nine Portfolio Management Limited | 23 |
| Optima Asset Management LLC | 1 |
| Osmosis Investment Management UK Limited | 1 |
| P1 Investment Management Ltd | 22 |
| Pacific Asset Management | 15 |
| Pacific Capital Partners Limited | 3 |
| Palladiem, LLC | 1 |
| Parmenion Capital Partners LLP | 110 |
| Peregrine & Black Investment Management | 5 |
| PortfolioMetrix Asset Management Ltd. | 14 |
| Premier | 15 |
| Premier Fund Managers Limited | 11 |
| Progeny Asset Management Limited | 24 |
| Quilte Cheviot | 17 |
| Quilter Investors Limited | 56 |
| RiverFront Investment Group, LLC | 2 |
| Rivers Capital Management Limited | 6 |
| Rockhold Asset Management Limited | 32 |
| Rowan Dartington | 7 |
| RSMR Portfolio Services Limited | 12 |
| Russell Investments Group, LLC | 1 |
| Sarasin & Partners LLP | 10 |
| Schroder Investment Solutions | 24 |
| Seven Investment Management LLP | 25 |
| Simplify Asset Management Inc. | 4 |
| Sparrows Capital Limited | 38 |
| Sturgeon Ventures LLP | 3 |
| Summitry LLC | 1 |
| T. Rowe Price | 1 |
| Tatton Investment Management Limited | 45 |
| Thorntons Investment Management Limited | 5 |
| Timeline Portfolios Ltd | 44 |
| Tribe Impact Capital | 6 |
| Vanguard Asset Management, Limited | 10 |
| Vintage Asset Management | 3 |
| Voyager Asset Management | 13 |
| Waverton Investment Management Ltd | 6 |
| Whitechurch Securities Ltd | 5 |