A platform that offers more choice and more flexibility.

Managed Account Solutions offers a wide variety of investment vehicles and classes, so you can better 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 $4.1 trillion in assets."

The Cerulli Edge - Managed Accounts Edition, 2Q 2015

  • Separate Account Exchange: An open-architecture option that gives you access to all major asset classes and investment styles
  • Unified Managed Account Exchange: Manage a single investment account consisting of a wide variety of investment vehicles and classes including tactical strategies, mutual funds, exchange-traded funds (ETFs), exchange-traded notes (ETNs), closed-end funds, and more.
  • 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.