01
Understand your comfort with risk
Answer simple questions about your timeframe and how you might feel when markets move.
A friendly starting point for new investors
Build an investment portfolio you can understand
Tell us a little about your goals and comfort with risk. We'll explain a diversified portfolio approach and give you a clear shortlist to research.
Takes around 5 minutesPlain-English explanationsNo account needed
Build My PortfolioExample output
Your investor profile
Balanced growth
5/7
Risk level
Guided
allocation
allocation
Global equities50%
Fixed income25%
UK equities15%
Alternatives10%
Research examples ready
6 diversified funds and ETFs to explore
Simple from start to finish
Learn as you build
Each step explains the terms you need, so you can make sense of the result rather than just receive a score.
02
See a clear portfolio mix
Turn your answers into an easy-to-understand example spread across shares, bonds and cash.
03
Know what to research next
Compare a focused set of fund and ETF examples, with costs and risks shown side by side.
Built for execution-only investment platforms
Make the journey to first trade feel more achievable
Add a white-label guidance layer that helps customers make sense of their options while supporting stronger commercial and customer outcomes.
Platform outcomes
- Support first-time investors
- Increase investor confidence
- Improve conversion to first trade
- Support Consumer Duty outcomes