Learn how managed accounts can give you the ability to achieve efficient investment execution at scale and respond immediately to market fluctuations.

For the 38% of advice firms who use managed accounts*, the volatility in March 2020 from uncertainty of COVID-19 allowed them to quickly adjust client portfolios and take advantage of buying opportunities or alternatively de-risk them.

In this special report, we speak to four wealth professionals and examine how managed accounts can help client outcomes during volatility. Specifically:

• The clients benefits that managed accounts deliver during significant market changes
• How managed accounts can help advice firms deliver superior client outcomes
• What’s next for managed accounts

*2020 Netwealth AdviceTech Research Report

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