A tailored managed account is a flexible portfolio management solution. You can use it for all your clients, or a select few. You can invest your clients' funds into a specific portfolio, combination of portfolios or combine it with other investment vehicles – like cash, shares, managed funds or term deposits.
What’s more, a tailored managed account allows you to customise your clients' portfolios to reflect their ethics and social values, tax position or income needs. This means you can create a bespoke investment portfolio without the administrative burden.