Managed Accounts

Managed Accounts did not respond or engage with the survey request. 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.

Visit website

End User Advisers
Advice Process Steps Scope
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