Curated manager access
A curated range of managers and solutions, maintained with client governance and clear approval standards.
DesignerXchange
Curated solutions and building blocks,
delivered through secure client workflows.
DesignerXchange is the access layer within the Designer Platforms ecosystem. It helps approved institutional users discover and implement a curated range of managers, solutions, and specialist components, with governance-led workflow control and implementation oversight.
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Overview
What DesignerXchange is
A curated marketplace that connects solution access with implementation discipline.
Positioning
Institutional access is only valuable when it is accompanied by execution and oversight.
DesignerXchange is designed for institutional use cases where portfolio implementation must be both flexible and controlled. It brings together curated solution access, structured selection workflows, and a governance-led operating model that supports implementation across third-party wrappers and providers.
Public information is intentionally high-level. Detailed catalogues, tools, and workflow capabilities are available to approved users through secure access.
Capabilities
What it enables
A practical set of tools and workflows for institutional selection and implementation.
Solution and building block catalogue
Specialist components that can be combined into mandate-aligned portfolios, with clear structure and auditability.
Implementation pathways
Structured workflows to progress from selection to implementation, aligned to legal wrapper and provider requirements.
Client-enabled workflows
Secure collaboration between institutional users, advisers, consultants and providers, with role clarity.
Governance-ready outputs
Implementation artefacts designed for institutional governance, including documentation discipline and audit trail.
Implementation oversight
A control layer that supports accountability, service monitoring, and clear escalation when exceptions occur.
Access model
Public overview, secure detail
High-level information is public. Sensitive detail is reserved for approved users.
Disclosure approach
Detailed data, tools, and workflows are only accessible through authenticated client access.
What is public
The purpose and role of DesignerXchange within the broader platform ecosystem, described at a high level. This excludes portfolio-level data, detailed pricing, and client-specific commercial information.
What is available to approved users
Access to manager line-ups, solution catalogues, selection tools, and workflow functionality within a secure environment designed for institutional use.
Controls
Designed for institutional use
Role clarity, traceability, and governance discipline across selection and implementation.
Control philosophy
Make the right outcome the path of least resistance.
DesignerXchange is built to support institutional governance and operational discipline. Access is role-based, workflows are structured, and key actions can be tracked to support accountability and audit trail.
Where required, usage monitoring supports responsible distribution of detailed information and helps ensure that client access remains aligned to intended purposes.