Managed Accounts did not respond or engage with the survey request. managedaccounts.com.au enables financial planning groups to manage their own Portfolios, or mandate to their choice of professional managers across a range of security types including Australian equities, hybrid securities, term deposits, managed funds, government bonds, exchange traded funds cash and other selected assets.
End User | Advisers |
Advice Process Steps | Scope Assessing SOA Implementing Review |
Benefits | Process and implementation efficiency using managed accounts solutions. |
Cost per user per annum | Based on a per account basis. |
Time saving per client | Assessed at 3 plus hours per client. |
Cost saving per client | Assessed savings for the business up to $3000 per annum per client. |
Integration | Open architecture so integrations are possible. |
Website embedding | Yes |
White labelled | Yes |
System prerequisite | No |
Single sign on | Possible |
Data storage | Refer to website |
Privacy standards | Unknown |
Limits on use | No |
Disaster recovery and business continuity plans | Unknown though extensive details on website. |
AFSL approval | Unknown |