IMAP Managed Account Solutions Handbook 2018

Download IMAPs "Managed Account Solutions for advisers and their practices".  

For a free copy click here.

Managed Accounts give advisers the opportunity to manage clients' portfolios themselves or through using carefully selected investment managers. They are an infinitely more efficient and scalable way for advisers to build and support a wide number of portfolios.

The Handbook features:

Understanding the Managed Accounts Choices

Why Advisers are adopting Managed Accounts

Benefits for Licensees

How Managed Accounts Achieve better client outcomes

Combining Managed Accounts

Fees and Charges

The Importance of an effective communications plan

Migrating to a Managed Account program

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