Our service is designed to reduce the complexity and costs associated with delivering traditional investment management to clients. Traditionally advice practices have delivered their investment management adviser by adviser, review by review and client by client. That is yesterday’s model. Today global best practice enables advisers to design solutions where every client is treated individually at every level. We call this “Mass Portfolio Customisation” and it has shown to be the defining capability separating good advice practices from great. This is what we do.
We can do it with you or for you
Many of our advisers want to spend less time on investments and more time with their clients. For those advisers, we provide a world class investment service within an industry leading structure utilizing our portfolios or yours.
We Solve Common Challenges for Advice Practices
Is your business also facing these or similar issues?
- I don’t have time to grow my business
- All of my clients hold different portfolios
- I can’t implement changes to portfolios efficiently
- I am drowning in admin/paperwork
- I am not happy with my current investment solution
- I can’t communicate proactively with my clients about what they own
Resolve the Bottlenecks in your back office
How Implemented Portfolios Works
Provide clients with a consistent and individual investment experience
The flexibility of the Individually Managed Account structure enables a “do it with me approach” where each and every practice client is truly treated as an individual. Accounts can be customised to target individual investor objectives, preferences and tax optimisation at the parcel level, asset allocation or investment preferences and implementation time-frames. For the first time you are in control not the platforms or funds managers.
Improve business efficiency
We offer a scalable way to effectively meet client objectives with expertly managed portfolios. Our in-sourced investment management service offers advisers the ability to deliver high quality, individualised investment outcomes to clients, whilst removing the ongoing administration and paperwork burden from the back office.
Spend more time with clients
Remove the day to day tasks and administration of implementing portfolio changes for your clients, and spend more time doing the things that your clients value most.
We remove the inefficiencies that exist in traditional advice practice as our/your models are implemented seamlessly. Take control for the first time.
Reduce complexity & administrative costs
Our service is designed to reduce the complexity and costs associated with delivering traditional investment management to clients. By removing “the noise”, advisers can focus on the delivery of high quality strategic and investment advice to clients and their families.
Interested? Give us 20 minutes to explain how we can improve your financial planning business
Client portfolios can now be remodeled daily and any required changes implemented automatically by us, at the press of button
Implemented Portfolios was designed by advisers for advisers with the basic premise that clients should be treated individually at every level.
The implemented portfolios service allows you the capability to brand your experience at multiple levels
The implemented portfolios service allows you the capability to brand your experience at multiple levels. By delivering your wealth management service clients see that when they deal with you they are receiving something truly bespoke which in a world of greater competition will go to significant value.
It will also give you the ability to create world’s best client engagement. What we know is that it is impossible to pro-actively and relevantly communicate to clients when every portfolio is different. We provide you with branded commentaries sent weekly, monthly and quarterly to make sure that at all times your clients fully understand what is occurring within their portfolios – this is industry leading compliance and client engagement in action.
Amazing Step by Step Support & Easy Onboarding
Implemented Portfolios was founded by advisers, for advisers. Our team has lived this story and can share with you a road map to success with practice management expertise, training and transition support available at every step.