Managed accounts:
6 questions to consider

A whole of business transformation solution.

Technological progress isn't going away - but neither is the fundamental value of financial advice. Managed accounts could be the perfect way to bridge that gap.

In this guide Netwealth explores the role managed accounts can play in your business and raises some important points to consider prior to their implementation

In this report you will learn:

  • How managed accounts can enhance the customer experience
  • What the act of rebalancing is
  • The different flavours of managed accounts
  • Plus a detailed case study.


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