Building the business case for a private label managed account

What to consider when establishing your private label managed account.

Momentum continues at a rapid pace in the adoption of Managed Accounts, the days of them being a niche service offered by only limited advisers is long gone. 

One solution, available for dealer group licensees and advice practices to efficiently implement their investment proposition and ‘industrialise’ their model portfolios, are private label managed accounts.

The benefits of private label solutions can be significant through tailored client outcomes and increased efficiencies.

However, a transition to a private label can be a significant undertaking, as it is a “whole of business” solution that looks to bring together advice, investment management, technology and most importantly the client experience.

This guide aims to answer the key questions you should consider when considering if private label managed accounts are right for your business.

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