Managed accounts:
A business transformation solution

Exploring the different managed account options.

Download our latest thinking to help you better understand the different types of managed account structures that are available and their pros and cons. 

Managed accounts represent a new wave of platform technology for advisers and dealer groups. They have the potential to deliver consistency and reliability to the investment management process in ways that previously were not as easy or cost effective. Their use can create a consistent investment process where your clients know what to expect from you and are clear about your value proposition. With this comes a more scalable and hopefully reliable business model – a foundation for future growth.

This guide has been designed to help you:

  • Better understand the different types of managed account structures that are available and their pros and cons
  • Look at some of the considerations businesses should have when deciding on whether a managed account solution is appropriate for them
  • Examine the current state of managed accounts and the key trends driving their use and growth.

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