Ten reasons to use Ardan

More and more advisers are choosing our platform as it puts them at the centre of their clients financial affairs.

1. Group Strength

Ardan is part of International Financial Group Limited, which also owns RL360, Friends Provident International Limited and IFGL Pensions.

Being part of IFGL means that when you recommend the Ardan wealth management platform to your clients, you can be confident they will have the reassurance and security of being part of a Group that has 216,000 customers, USD25 billion assets under administration and employs more than 570 staff (as at 31 December 2023).

Being part of IFGL affords Ardan access to group resources like Technical Services, Marketing, Technology, Finance and Risk, Legal and Compliance.

2. We can accept business from over 150 countries

Our Isle of Man location and regulation means that we can accept business from over 150 countries around the world, in 5 different continents.

The Island is internationally recognised as a leading choice for international financial services, with an Aa3 sovereign rating from Moody’s for financial strength. Customers can also be reassured that Ardan is subject to the highest standards of regulation from the Island’s principal regulator, the Isle of Man Financial Services Authority.

3. Great service matters

We know that you’ll ultimately judge us by the quality of the service we provide to you – whether that service is delivered through our ongoing programme of intuitive, secure and stable technology enhancements, or our helpful humans at the end of a phone.

We have Regional Sales Managers operating in your regions and time zones, backed up by our expert Technical Services team.

But don’t just take our word for it. We’ve won Investment International’s Best International Platform 7 times in the last 8 years and AKG’s latest independent report gave us a 5 stars out of 5 service rating.

4. Onboard new clients in just 30 minutes

Our unique online application system means that you can onboard new clients 24/7 from anywhere in the world – and have those applications verified and accepted - in as little as 30 minutes.

Everything can be submitted online, including client identity and verification of residential address evidence. Client ID is captured and securely submitted to our ID-Pal portal, where it is subjected to rigorous biometric, document and database checks.

Wet signatures are not needed – digital signatures can be used and accepted via DocuSign.

5. Our platform is (properly) multi-currency

Client portfolios can hold cash in up to 11 currencies at the same time and portfolios can hold assets on the same basis.

Portfolios can also trade assets in multiple currencies, you can move monies between currency accounts and change the reporting currency at any time without cost.

You have the flexibility to change the base currency at any time.

We also offer an easy to use online FX facility with very competitive rates.

6. Single access to multiple portfolios

Our platform is suitable whether your clients are individuals, trustees or corporate entities. Each can hold multiple portfolios.

Our open architecture platform allows investors to hold funds and tradeable assets such as equities and ETFs and structured notes.

You can hold everything in one place, under one platform login, which means it’s easy to get a bird’s eye view of your client’s wealth.

7. Asset availability

Our platform is fully open architecture, so you can hold funds (institutional and retail), ETFs, equities (on major exchanges) and structured notes and fixed rate deposits.

We offer in-house and external (DFM) Model Portfolios and clients can hold part model and part other assets at the same time, enabling a range of different investment strategies, all accessible via a single platform login.

We also offer a range of fixed term deposit and notice accounts with Lloyds Bank International.

You’ll also have access to the Allfunds fund research centre through the platform.

8. MPS service

Our platform puts you in control of your Model Portfolios. You can select and link your clients’ portfolios to the Model Portfolio of your choice yourself, making managing a large number of different client portfolios more efficient and cost-effective.

You can create and run your own Model Portfolio.

Alternatively, we have a range of public Model Portfolios, put together by a DFM.

9. Free beneficiary trust

We feel it’s imperative for an offshore platform to have a Beneficiary Trust available in order to avoid the complex and timely process of probate and distribution of assets on death. Also, no assets are sold in the event of death allowing one portfolio to be easily split up into multiple portfolios for each beneficiary. Read our beneficiary trust sales aid.

10. Group savings scheme

The Ardan platform is the ideal place for employers to set up, host and administer a Group Savings Scheme for their employees. Our solution is fully customisable to the needs and wants of the Employer. The scheme is managed by a Scheme Administrator nominated by the Employer – who adds new employees, manages payments and authorises online transactions.

Each employee is set up with their own individual portfolio that they can access securely online. They can maintain their portfolio if they leave their company or if they move to another jurisdiction, making it ideal for an internationally mobile workforce.

Now you know, you can contact us for a chat about what else we can offer you and your clients:

By email: hello@ardan-international.com

By phone: +44 (0) 1624 638 800

By mail: Ardan International Limited, Royal Court, Castletown, Isle of Man, IM9 1RA, British Isles.

Office open: Monday - Friday: 9am - 5pm UK time