Managed accounts:
A business transformation solution
Exploring the different managed account options.
Exploring the different managed account options.
Exploring the different managed account options.
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: