Implemented Portfolios launches new solution for financial advisers
Implemented Portfolios (IP), a managed account specialist, has launched a branded Individually Managed Account (IMA) service, aimed at Australian financial advisers and licensees, which will provide them with an ability to white-label the IP's IMA technology, while utilising their own model portfolios of their chosen service provider.
According to the firm, its branded IMA solution also extended the IP service beyond those that chose to use IP's own in-house investment expertise and structure by offering advisers the ability to have their asset allocation and investment portfolios seamlessly executed.
IP said that the new solution was fully customisable and should become helpful, especially for emerging companies from the independent and non-aligned sector, and would help them develop brands and execute the marketing strategy.
"Most advisers want to spend less time on investments and more time with their clients, and for those advisers we will continue to successfully offer our world class dynamic asset allocation service and structure," IP chief executive, Santi Burridge, said.
"But for those advisers for whom investment management is a central plank for their value proposition, such as those offer their own model portfolios, we have now amended our service so that these professionals can also gain access to our leading IMA technology, which reduces the costs and complexities associated with delivering traditional investment management to clients."
Implemented Portfolios announced that it would offer a free 20-minute strategy sessions to interested advisers.
AUTHOR
Oksana Patron
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