Managed Accounts

Managed Accounts is a leading specialist in delivering Managed Account solutions for the IFA market in Australia. As a licensed operator of Managed Discretionary Accounts (MDA) services, managedaccounts.com.au provides investment administration and associated services for IFAs, investment managers and dealer groups with both wholesale and retail client bases. managedaccounts.com.au offers clients a superior technology solution through a combination of in-house Australian-based software development and best-of-breed global investment software from external vendors – allowing for a solution which provides best portfolio implementation. Over the years, our expertise and experience in building Private Label Services has enabled many adviser groups to deliver a superior Service for their own business and their clients. With the financial planning community experiencing significant change, there are a number of market factors that are driving IFAs towards a new and better solution, and specifically Managed Discretionary Accounts (MDAs) to underpin their business for the future. Contact managedaccounts.com.au to find out more.

JOIN AGBA NOW