The Institute of Managed Account Professionals (IMAP) was formed to act as the nexus in this increasingly important industry.
Our aim is to bring together advisers, managers, platforms and other managed account service providers to help build a better industry.
Upcoming events
IMAP hosts leading Managed Account educational events including free webinars, an annual Portfolio Management Conference, InvestTech, Adviser Roadshows, practitioner forums and our popular Responsible Manager Masterclass. IMAP also best practice amongst investment managers and licensees with the annual IMAP Managed Account Awards.
IMAP's Adviser Roadshow is coming in March 2019
Early Bird Registrations now open for IMAP's popular Adviser RoadshowBrisbane 12th March 2019
Sydney 14th March 2019
Melbourne 19th March 2019
Feb
2019
Free Fintech Cocktail Event - Why the Wealth Management Industry Needs to Innovate Right Now - Sydney
Join us to hear Singaporean global-reach fintech company TradeSocio CEO Wael Salem talk about the new technology-driven approach to portfolio management and investment advice.RSVP by Thursday 21 February 2019
Pricing - FREE Limited seats available.
When: 25th February
Time: 5:30pm – 7:30pm
Where: Fishburners
Level 3, 11-31 York Street
SYDNEY
Feb
2019
Free Fintech Cocktail Event - Why the Wealth Management Industry Needs to Innovate Right Now - Melbourne
Join us to hear Singaporean global-reach fintech company TradeSocio CEO Wael Salem talk about the new technology-driven approach to portfolio management and investment advice.RSVP by Thursday 21 February 2019
Pricing - FREE Limited seats available.
When: 28th February
Time: 5:30pm – 7:30pm
Where: YBF Ventures
Level 1, Ballroom
520 Bourke Street
MELBOURNE
Latest news
Managed Accounts - A handbook for advice practices
Managed Accounts are becoming a key tool for advisers to implement their advice recommendations - particularly for the larger portfolios that are common among SMSF investors. IMAP - the...
Royal Commission and Managed Accounts
Summer 2018 Perspectives
Become an active member of the Managed Accounts community.
IMAP is the Industry Association for advisers and organisations actively involved in offering or supporting Managed Accounts.
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Networking opportunitiesNetworking opportunities for advisers and dealer groups interested in making Managed Accounts a key part of their practice |
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Education and eventsBuild your knowledge and learn from experienced Managed Account professional including events that have been accredited by the FPA and CPD. |
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IMAP directoryThe IMAP Managed Accounts directory is the only consolidated list of providers, companies and licensees involved in offering Managed Accounts |
Dealer Group/Licensees
Subscription to IMAP
$275 (incl GST) p.a.
For dealer principals, advisers and support staff
Corporate Subscription
to IMAP
$1,100 (incl GST) p.a
For dealer principals, advisers and support staff
Our sponsors
Principal sponsors
Macquarie
Principal Investment Sponsor
Praemium
Principal InvestTech Sponsor
Supporting sponsors
