Managed accounts

Learn how advice firms are using managed accounts in their business.

What are managed accounts?

A managed account is a portfolio of individual securities or assets managed by a professional investment manager, and provide advisers with an alternative to managed funds and other portfolio structures. 

Changes to managed account portfolios by an investment manager can be implemented across some or all clients as frequently as required, without the need for individual ROAs or SOAs.

Managed accounts can benefit your advice business by creating a consistent investment process, making it easier to demonstrate a clear investment value proposition, offering the potential to reduce investment implementation leakage, and improving efficiency and reducing adviser work. 



2022 AdviceTech report

Explore the human side of adviser technology with the 2022 AdviceTech suite of reports on staff, clients and technology suppliers.

AdviceTech and the staff experience

This report examines how technology is linked to staff satisfaction and ultimately client satisfaction. You will learn what you can do to maximise staff engagement and satisfaction in a hybrid working environment, and the support, training and infrastructure required to properly support your staff.

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AdviceTech and the client experience

In this report we unpack eight important technology trends that matter to clients. You will understand the role of hybrid client communications, the shift to self-service digital tools, how to unlock opportunities with data, and discover the importance of data visualisation in client education.

Download the report

AdviceTech 2022 Buyer's Guide

Technology selection and implementation is challenging. In this guide we provide you with the information to help - with descriptions of over 35 different technologies and the most used suppliers in their categories. The report also examines the factors to consider when selecting a technology partner.

Download the guide

How are advice firms using this technology?

40.3 per cent of advice firms already use managed accounts. 5.3 per cent are planning to use managed accounts within the next 24 months.

For those firms that use managed accounts, almost half (42.6 per cent) use them for 25 per cent or less of their client base. 21.3 per cent use them for 26.0 to 50.0 per cent of clients, 14.8 per cent use them for 51.0 to 75.0 per cent of clients, and 21.3 per cent use them for more than 75 per cent of clients. 

Understand the benefits of managed accounts for your business and for your clients

With managed accounts not only are you creating a consistent process with a reliable business model, you are creating an environment in which you are clear about your value proposition and your clients know what to expect from you.

Find out more

AdviceTech Resources

More AdviceTech resources

Take a closer look at more AdviceTech related resources in our collection of whitepapers, workshops, articles and podcasts.


AdviceTech Roadmap workshop

Develop your AdviceTech roadmap with this free AdviceTech Roadmap workshop. A 90-minute team activity designed to help you prioritise technology solutions and develop a technology adoption strategy for your business.

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Capitalising on data with wealth technology

Listen to Paul Campbell, Managing Director of Xeppo, as he shares the important role of data for business efficiency, using data insights to unlock opportunities, approaching data strategy and what to think about on the next technological roadmap.

Listen now


Connecting staff and technology to scale wealth firms

Hear Catherine Robson, Founder of Affinity Private Advisors, discuss why recognising your leadership style, building relationships with staff and harnessing technology is crucial to scaling a business.

Listen now


How to decide whether to buy, build or partner

Should you build your own fintech product, buy one off the shelf, or partner with a technology provider to develop a customised solution? This article will help you to make the right decision for your fintech project.

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Embracing AI: Practical next steps for advisers 

The evolution of artificial intelligence (AI) has fascinated people across the world, but as automation progresses and AI takes over certain expert roles, people are becoming genuinely afraid for their jobs and livelihood.

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Demo day

Netwealth's AdviceTech solution

Understand how Netwealth can help you see wealth differently and learn how we can support you with market leading technology, excellent customer support and expertise to help your wealth and advice business thrive.

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White paper

The Established Affluent

In Netwealth's 2022 Advisable Australian Report we pay special attention to the Established Affluent, some of the wealthiest and most well-established Australians, and provide a playbook for financial advisers on how to attract, advise and service this key target market.

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White paper

The Emerging Affluent

For wealth businesses to thrive in the future, The Emerging Affluent is a critical market to be aware of and develop key client strategies for. This report is a playbook on how to attract, manage and retain The Emerging Affluent.

Download now