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 $4.2 trillion in assets."
The Cerulli Edge - Managed Accounts Edition, Q1 2016
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.