A platform that offers more choice and more flexibility.

Give your clients a broad range of managed account solutions with access to institutional-caliber third-party managers and strategies, so you can serve the needs of high-net-worth clients. The platform is designed for flexibility to suit your business model. 

"Tap into a growing managed account solutions market with over $3.5 trillion in assets."

The Cerulli Edge - Managed Accounts Edition, 2Q 2014

  • Separate Account Exchange: An open-architecture option that gives you access to all major asset classes and investment styles
  • Unified Managed Account Exchange: Combines both open-architecture and select solution approaches in a streamlined single account solution
  • Third-Party Providers: Take advantage of high-quality investment management and resources to support your clients' needs and your business model

Our Managed Account Solutions Consultants can help you streamline the administrative aspects of account setup, processing and paperwork. We'll also work with you to help you select the right options for you and your clients.

If you aren't currently using managed accounts, we'll help make sure you have a smooth transition and get started.