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, provides investment administration and associated services for IFAs, investment managers and dealer groups with both wholesale and retail client bases. 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 to find out more.

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