Managed accounts:
During volatility and beyond

Explore the role managed accounts play in enhancing your value proposition.

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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