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 17.1 hours per week on portfolio management related tasks as a result of adopting managed portfolios.¹

Operational Efficiency

84% of surveyed advisers using managed accounts stated that implementing managed accounts resulted in a decrease in time spent on administration and compliance.²

Practice profitability

74% of advisers surveyed by Investment Trends using managed accounts stated that implementing managed accounts resulted in an increase in practice profitability.³

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 2023 Investment Trends Managed Accounts Report.
2. February 2023 Investment Trends Managed Accounts Report.
3. February 2022 Investment Trends Managed Accounts Report.