Master Account is designed to help Tilney's IFA partners create an optimum investment profile for their clients, comprising all assets in a single picture, branded with the IFA's own corporate identity.

Master Account IFA partnership business accounts for around £500 million (about $1 billion) of its total £8.1 billion of Tilney PWM funds under management.

In addition to the funds under management with TPWM, Master Account enables IFAs to capture all other investments that their clients hold, from property to fine wines and from art to racehorses as well as financial products outside TPWM's management such as savings accounts and pensions.

This enables an IFA to have a complete picture of their clients' total wealth and asset distribution, equipping them to manage accounts more effectively. Each client is able to share the view of their account with their IFA when seeking advice over the telephone.

When viewing a portfolio online with Master Account, the current value of the assets under management with TPWM are shown as well as other details, including a full transaction history.
 
MBA Systems, which undertakes all internet service development for TPWM, also hosts Master Account at its purpose-built data centre, which has been constructed to deliver "tier 1" levels of security.