How?

Our scalable, Adviser branded, Individually Managed Accounts service.

Our Individually Managed Account (IMA) service help you to -

  • provide a more consistent and individual investment experience at scale
  • run your individually managed investment accounts more effectively
  • greatly reduce complexity and administrative cost
  • improve business efficiency
  • provide your clients with regular, ongoing portfolio communication & engagement
  • spend more time with your clients

Our Model Portfolios are implemented and managed in collaboration with you by our trusted and experienced portfolio management team.

Read more about our collaborative service for advisers here.

We can scalably tailor your clients' investment portfolios according to their individual preferences

Learn more about the Individually Managed Account structure and why we use it here.

Weekly, monthly and quarterly portfolio and investment updates are sent to your clients, branded you, on your behalf as part of our service.

Read more about our adviser branded communications here.

Hear from an Advice business who partners with us about how Implemented Portfolios has transformed the way they do business -

Gain back more time with your clients. Get in touch with us today to find out how to take your managed accounts to the next level.

Disclaimer

The information contained in this advertisement is an overview of the service, is general in nature and is in no way intended as advice, either personal or general.

This advertisement is intended for financial advisers as is not directed at private individuals. Only licensees and Representatives who have a Distribution Agreement with Implemented Portfolios Limited can use the service. Individuals cannot access the service directly with Implemented Portfolios and must appoint a financial adviser to provide them with appropriate financial advice.

Before acting on any information contained in this advertisement, advisers should consider the appropriateness of the information, having regard to their clients’ objectives, financial situation and needs.