Work from a dedicated partner terminal
Start with the live SIF universe, move into fund detail and keep research close to the client workflow instead of switching between disconnected tools.
Open the partner terminalSIFPrime for partners & distributors
Turn SIF research into better client conversations.
Research, prepare client-ready material and keep every next action visible in one connected workflow.
20-minute walkthrough · No obligation · Built for MFDs, RIAs and wealth distributors
- 30
- Live SIFs tracked
- 17
- AMCs in the directory
- One workspace
- Less fragmented follow-up
Directory, NAV, returns and strategy detail.
A broad view of the current category.
Research, clients and next steps together.
Move every client conversation forward.
Use the right tool for the client in front of you while keeping a repeatable process for the team behind you.
Research
Start with current evidence
Work from the live product universe and keep each client record close to the research.
Organise client follow-up
Keep prospects, consultation progress and the next useful action visible to the working team.
View client workflowPrepare
Make the evidence useful
Turn market research into material that is clear enough to discuss and revisit with a client.
Create client-ready reports
Turn product research into a structured view that can be shared, discussed and revisited.
View a sample reportUse monthly market research
Ground each conversation in current category and fund performance instead of relying on isolated numbers.
Read the latest researchExplain
Build repeatable fluency
Use practical learning and explainers to support balanced conversations across the team.
Build category fluency
Use SIFPrime Academy to improve product understanding and support distributor readiness.
Explore AcademyUse practical client explainers
Bring complex SIF concepts into a clear format that supports a balanced conversation.
Browse partner toolsPartner Hub
Enter one live Partner Desk for research, prospects, proposals, reports, pipeline and operations.
Research terminal
Shortlist funds and keep live research beside the client conversation.
Client workflow
Track prospects, client records and the follow-up your team owns next.
Proposals and reports
Turn current evidence into structured material that can be reviewed again.
Pipeline and operations
Connect prospect progress to the operational work needed to move forward.
Branded content toolkit
Pick the material that matches the next client task. Keep every claim connected to current evidence.
Partner Sales Playbook
Turn SIF complexity into a balanced, evidence-led client conversation with a documented next action.
Discovery
Start with the client objective, portfolio, liquidity, risk and decision constraints.
Category framing
Explain how SIFs differ from mutual funds, PMS and AIFs without over-selling flexibility.
Evidence review
Use dated NAV, performance, benchmark, cost and downside fields from live research.
Documented follow-up
Share scheme documents, the comparison and a clear record of open questions.
Know what the partner and distributor workflow supports.
Open a topic to understand how research, client work and onboarding fit together before you apply.
Open only what is relevant
Use these notes before creating the first workflow or sharing your practice details. Every topic starts closed so you can open only what is relevant.
The workflow is intended for wealth partners and distribution teams that need current SIF research, structured client material and a clearer way to manage follow-up.
The Partner Desk brings research, prospects, reports, proposals, pipeline and follow-up into one working environment instead of leaving them across disconnected tools.
Reports help structure a conversation around current evidence. They should be reviewed with the latest scheme documents and do not replace product suitability or compliance checks.
Share the type of practice you run, the team involved, the client workflow you want to improve and the first outcome you want the Partner Desk to support.
Ready to see the Partner Desk in action?
Start with one real client use case. We will show you the relevant tools and define a practical next step—without obligation.