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Considering tax-advantaged investments for your clients?With MICAP it couldn’t be easierSave time & resourcesMake researching the market, conducting your due diligence, transacting and regular reporting to your clients a quick and hassle-free experience Advise with confidenceWith over 75 factual data points on each investment plus MICAP Reviews on the funds and their managers, MICAP enables you to select objectively and advise with confidence Add value to client meetingsBuild and analyse model portfolios to show your clients multiple investment scenarios, and download white-labelled up-to-date valuations on your clients’ investments Stay compliantAll research you undertake is automatically saved to your activity log for a clear audit trail of your advice process on your high risk EIS, VCT and BR cases Trusted by advisersMICAP is trusted by over 1000 financial advice and wealth management firms from sole traders to national firms, IFA networks & private banks A complete solutionWith easy-to-use digital application forms, MICAP has been designed to provide everything you need to advise on tax-advantaged investments. We’ve done all the hard work so you don’t have to As used byExplore the MICAP Fund Finder's features for yourselfTry MICAP for FREE, or sign up from as little as ã30 per month
Research ToolsFilter 100s of open funds by dozens of client-specific, compare them side-by-side, build sample portfolios and download reviews on the funds and their managers Panel Support ServicesOur expert Panel Consultants can help you to define a panel of EIS, VCT and BR investments for your advisers Client ReportingDownload white-labelled quarterly valuations on each of your client’s EIS, VCT & BR investments in one place, and all data can be fed directly into back-office systems Digital applicationsQuickly and easily transact across the the tax-advantaged market with our intuitive digital application forms Our expert Panel Consultants can help you define your panel criteria and screen the market for you each quarterQuickly and easily access up-to-date valuations on your clients’ tax-advantaged investments in one placeWhat our users have to say about MICAP
– Steve Pine CFP, Partner, Aspire Partnership
-Gianni Campopiano, Principal, Foundation Financial Planning
– Stephen Yarr, McClelland Yarr |