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The wealth management industry is undergoing rapid transformation—and Managed Portfolio Service (MPS) providers are at the centre of it. As demand grows for scalable, tech-enabled investment solutions, MPS now represents close to 20% of total wealth management assets. That share is only increasing, and with it, the pressure to innovate.

Historically, MPS providers have relied heavily on third-party platforms to deliver their services. While these partnerships are essential, they come with challenges: limited flexibility, inconsistent data, and a fragmented client journey. The reality is, no third-party platform will ever fully solve the complexity of modern MPS delivery. To truly stand out, providers must rethink their infrastructure.

Taking Control: Why Infrastructure Ownership Matters

In a market where differentiation is no longer about performance alone, owning the client journey is critical. That means owning the platform. By taking control of infrastructure, MPS providers can create a seamless, end-to-end experience—removing the friction that comes from juggling multiple systems.

This isn’t just about aesthetics or convenience. Owning your platform unlocks deeper efficiencies, enables better data control, and ultimately leads to better pricing models. This, in turn, allows MPS providers to drive new revenue, improve margins, and reduce existential risks associated with dependency on third parties.

Graphene: Infrastructure-as-a-Service for Forward-Thinking MPS Providers

At Graphene, we help MPS providers break free from the limitations of legacy platforms. Our Infrastructure-as-a-Service model empowers firms to build, own, and scale their own platform—without the prohibitive cost or complexity of going it alone.

Here’s how Graphene supports your evolution:

1

Unified Data for Seamless Client Journeys

Fragmented data leads to fragmented experiences. Graphene offers a single, golden source of truth—enabling portfolio consistency, eliminating silos, and delivering a smooth, cohesive client experience across all touchpoints.
2

Platform Ownership for Full Control

Graphene gives MPS providers full ownership of their infrastructure. That means branding, workflows, client experience, and operations can all be customized to reflect your firm’s identity and strategy—creating stronger client loyalty and long-term enterprise value.
3

Scalable Infrastructure for Growth

Our flexible infrastructure is designed to grow with your ambitions. Whether you’re onboarding thousands of clients or expanding service lines, Graphene ensures your platform scales without compromising performance or cost-efficiency.
4

Lower Costs and Faster Time to Market

Building from scratch can drain resources and time. Graphene accelerates platform development with proven infrastructure, reducing both startup and operational costs. You get to market faster—and with less risk.
5

Customisation as a Competitive Advantage

Differentiation is key in a saturated market. Graphene equips you with real-time analytics, automation tools, and bespoke workflows that help you stand out. From investment decisions to reporting, every touchpoint is yours to define and refine.

Why Now?

The window for differentiation is closing. As the MPS market matures and margins tighten, firms that fail to take control of their infrastructure risk being locked into inflexible, commoditised platforms that stifle growth and erode value.

In the next 3–5 years, owning your platform won’t be a competitive advantage—it will be a baseline requirement. Those who act now will shape their own client journeys, unlock new revenue streams, and future-proof their businesses. Those who don’t will be left behind, increasingly constrained by systems they don’t control and margins they can’t improve.

Platform ownership is no longer optional—it’s the key to staying relevant.

At Graphene, we believe ownership unlocks potential.

Our mission is to empower MPS providers to own their future—through infrastructure that’s scalable, intelligent, and built for growth. If you’re ready to stop adapting to third-party constraints and start designing your own future, Graphene is your partner.

Ownership is the key to unlocking sustainable growth, resilience, and long-term success." – Graphene

Ready to transform your MPS offering?

Book a Discovery Call with Graphene today and take the first step toward building a platform you control, data you trust, and a business built for the future.

Book a Discovery Call