Managed Portfolio Academy
Module 4 ― Client and practice benefits of managed portfolios
Transform your value proposition
Best interests duty
According to the 2019 Whitepaper “The Adviser’s Best Interest Duty: Creating better advice” by HUB24 and CoreData, there is clearly demand from advisers for platform technology that supports them with achieving better client outcomes such as assisting with active tax management of a client’s investment portfolio. The functionality, features and flexibility of managed portfolio solutions available on innovative platforms are providing new opportunities for advisers to enhance their clients’ outcomes.
Greater client engagement
76% of surveyed advisers using managed accounts stated that implementing managed accounts resulted in an increase in client engagement.1
Consistent and equitable client outcomes
Clients in the same managed portfolio broadly share the same investment decisions, meaning you can stay across portfolio changes and performance in a more streamlined fashion.
Stronger client value proposition
82% of advisors believe managed accounts have positively impacted their client value proposition.2 In their words, more time is devoted to clients, improved transparency/client understanding and greater focus on client goals.
- Investment Trends February 2021 Managed Accounts Report.
- Investment Trends February 2023 Managed Accounts Report.