Adviser Engagement Report

Hopefully you received our latest Adviser Engagement Report. Based on user behaviour, it highlights what consistently captures attention, what converts into action, and when advisers are most receptive. Many partners are already using these insights to sharpen campaign timing, improve efficiency and strengthen lead quality.

Target campaigns using real MPS activity

We’re now integrating quarterly Managed Portfolio Service (MPS) market data from Finscape with our Autus adviser intelligence, which creates a clearer picture of how managed solutions are being used across the market.

This allows partner campaigns to focus on firms where MPS activity is visible, align outreach with commercially relevant segments, and prioritise engagement where conversations are most likely to land.

In practical terms, this means more precise targeting, better campaign timing and stronger relevance, turning market insight into actionable outreach.

Reach advisers during active due diligence review

Tony Catt, from The Catt's Eye View has requested that we share an opportunity for partners to participate in this year’s independent due diligence reports. These are actively used by adviser firms reviewing CIP and retirement propositions, covering a broad range of structures including managed portfolios, funds, tax-efficient solutions and platforms.

Participation places partner data directly into adviser evaluation frameworks - reinforcing visibility at moments when firms are actively assessing options.