Factsheets, reports &
everything you need.
Portfolio factsheets, range brochures, risk mapping and platform availability - everything you need to support your adviser practice.
Model Portfolio Factsheets
Monthly factsheets for every Binary Capital range - Core, Passive, Active, Islamic, ESG Blend, Ethical and Sustainable, plus our Retirement range. Download a single range, or the full combined pack.
Brochures & Risk Documentation
Range brochures, our partnership proposition, and the independent risk-mapping and ratings that sit behind every portfolio.
Investment Reports & Outlook
Quarterly market reviews, performance commentary and strategic positioning from our investment committee. Published within two weeks of quarter end.
Complete Due Diligence Packs
Comprehensive documentation to support your due diligence process, including investment governance, risk management and compliance frameworks.
Investment Process
Detailed review of our portfolio construction methodology, rebalancing protocols, and risk management framework across all ranges.
Request the pack →Governance & Compliance
FCA regulatory framework, governance structures, compliance procedures and oversight mechanisms governing our operations.
Request the pack →Risk Management
Comprehensive risk assessment, monitoring procedures and mitigation strategies across market risk, operational risk and more.
Request the pack →Operational Overview
Team structure, technology infrastructure, service levels, business continuity and disaster recovery planning documentation.
Request the pack →Educational Resources
Guides to understanding model portfolio services, responsible investing and Binary Capital's approach to partnership.
Guide to Model Portfolio Services
An adviser's guide to MPS, including how they work, key benefits and what to look for when selecting a provider.
Request a copy →Understanding Responsible Investing
Explaining ESG, ethical, Shariah-compliant and sustainable investing, and how Binary Capital approaches each.
Request a copy →Partnership Solutions Overview
How Binary Capital works with advice firms to create bespoke, white-label investment solutions for their clients.
Request a copy →
Platform & Availability
Binary Capital portfolios are available across a wide range of platforms. Check availability of specific ranges on your chosen platform.
| Platform | Core | Passive | Active | Islamic | Ethical | ESG Blend | Sustainable |
|---|---|---|---|---|---|---|---|
| 7IM | Available | - | Available | Available | Available | - | - |
| Aegon | Available | - | - | - | - | - | - |
| AJ Bell | Available | Available | - | Available | - | - | - |
| Aviva | Available | Available | Available | Available | Available | Available | Available |
| Fidelity | Available | Available | Available | - | Available | - | Available |
| Fundment | Available | Available | Available | Available | - | - | - |
| M&G Wealth | Available | Available | Available | - | - | - | Available |
| Novia | Available | Available | Available | - | - | - | - |
| Nucleus | Available | Available | Available | - | Available | - | Available |
| p1 platform | Available | - | Available | - | - | - | Available |
| Parmenion | - | Available | - | - | - | - | - |
| Quilter | Available | Available | Available | Available | - | - | Available |
| Scottish Widows | Available | Available | - | - | - | - | - |
| Standard Life Wrap | Available | Available | Available | - | - | - | - |
| Transact | Available | Available | Available | Available | Available | Available | Available |
| True Potential | - | Available | Available | Available | Available | - | Available |
| Wealthtime Select | - | - | Available | - | - | - | - |
