Reduced paperwork and time saving

Managed portfolio changes automatically flow through to all of your nominated client’s accounts. This reduces the need to complete advice paperwork (ROAs) whenever a rebalance or portfolio change is needed, giving you more time to focus on your clients’ goals and communications. On average, advisers surveyed are saving 22.8 hours per week on portfolio management related tasks as a result of adopting managed portfolios.¹

Operational efficiency

83% of surveyed advisers using managed accounts stated that implementing managed accounts resulted in a decrease in time spent on administration and compliance.¹

Effective portfolio management

82% of advisers surveyed by Investment Trends using managed accounts stated that implementing managed accounts resulted in a more effective portfolio management.¹

Scalability

Managed portfolios are a scalable solution, with time savings allowing advisers to take on more clients in an effective and efficient manner.

1. January 2024 Investment Trends Managed Accounts Report.