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.
"Assets in Investment Advisory Solutions stood at $5.1 trillion at the end of Q1 2017 – topping $5 trillion for the first time and posting gains of 5.2% and 20.6%, respectively, for the quarter and trailing 12 months."
Q1 2017 MMI Central
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.