Your Solution

Your Solution

"Tailored solutions delivering superior outcomes for clients and advisors."

Ask yourself this: “why let a platform provider take control of your destiny when you can create your own?” is a independently owned licensed Managed Discretionary Account (MDA) Operator that specialises in enabling financial planning groups to implement their own managed account solution for their clients, with full control over the Service including:

Investments – build your own Portfolios or outsource, such is the flexibility

Fees – you control the final cost to client

Branding – your choice of design and brand

Asset types – a range of asset types that can be managed via the Service

With our unique approach in implementing Private Label solutions, 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.

As one of the first entrants into the managed account market in Australia, has unparalleled depth and breadth of experience in implementing managed account solutions across a range of different business models.