Bridge Investment Intelligence Ltd, a UK-based investment research firm, has announced the launch of Bridge, a first-of-its-kind platform providing financial advisers with institutional-grade research, oversight and reporting on Managed Portfolio Services (MPS).
The platform tackles one of the most persistent challenges facing advisers today: over-reliance on high-level data tools that favour momentum investing over genuine evaluation of an MPS provider’s underlying investment process.
Bridge addresses this gap through two core components. First, it provides in-depth, transparent research covering asset allocation, fund selection, adviser support, and costs, enabling advisers to properly assess the quality of an MPS provider’s investment process. Second, it delivers ongoing monitoring support, including quarterly reviews and Consumer Duty reporting, giving advisers a structured and repeatable framework for oversight. This is complemented by integrated messaging and on-demand support, allowing advisers to ask questions and access insight in real time – effectively providing the support of an in-house investment research function.
Central to Bridge is a curated selection of high-quality MPS providers, designed to simplify what has become an increasingly crowded and complex market. With over 100 MPS providers and hundreds of MPS ranges now available on UK platforms, advisers face a significant challenge in identifying which solutions are genuinely robust. Bridge narrows this universe to a selective group of well-researched providers, enabling advisers to focus their time on solutions with strong investment processes rather than filtering through an overwhelming number of options.
To preserve the independence and integrity of its research, Bridge is free for MPS providers to be listed on, while financial advisers access the platform through a subscription.
Commenting on the launch, Sam Buckingham, founder of Bridge Investment Intelligence Ltd, said: “Financial advisers can often fall into the trap of focusing on past performance when selecting MPS providers, but research consistently shows that chasing previous winners can lead to poor client outcomes. It is not enough to simply understand what returns a portfolio has delivered – what matters far more is understanding what has driven those returns and whether that is likely to persist.
“At the same time, the introduction of Consumer Duty has significantly raised the bar for advisers, placing greater emphasis on robust selection processes and ongoing monitoring. Bridge is designed to support advisers across this entire process, providing the depth of research, oversight, and reporting required to make informed decisions and demonstrate strong governance.”
