Managed Accounts
by Mason Stevens · Wealth and investment platforms · Sydney, NSW, Australia
Managed account solutions for financial advice businesses
What Managed Accounts does
- Quality SMAs and model portfolios
What Managed Accounts is used for
- Build and manage client investment portfolios
- Invest across a range of asset classes
- Execute portfolio trades in-house
Who Managed Accounts is for
- Wealth and investment managers
About Mason Stevens
Wealth platform offering managed accounts, global market access and outsourced investment services to advice practices.
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Also by Mason Stevens
- Wealth Platform: Investment platform with access to listed and unlisted assets for advisers
- Outsourced CIO Services: Institutional-style investment management for wealth practices
- Mason Stevens Super: Superannuation solution available through the platform
More in this category: Wealth management and investment platforms.
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