OUR VALUE

Asset and wealth managers work closely with their investors to offer personalized solutions across products and asset classes. Our Managed Account Solutions can help you expand distribution and deliver managed account solutions faster, without adding complexity, stretching resources or compromising on client service.

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How we help

PLATFORM CAPABILITIES HIGHLIGHTS

01

Managed Account Solutions

Our integrated solution and deep experience help asset and wealth managers to simplify the distribution and support of personalized portfolios across asset classes. Our multi-sleeve account solution makes it easier to scale your investment strategies while meeting clients' preferences, tax management requirements and reporting needs.

02

Connectivity to Counterparties

Our integrated processes and data services manage a complex network of distribution platforms, custodians and trading counterparties, so you can get to market faster. Start the trading day with confidence across thousands of accounts with our fully integrated platform and outsourcing solutions.

03

Full Outsourcing Support

Serve all your clients on a single platform, from model delivery to manager-traded, separately managed accounts. You can develop tax-conscious solutions without compromising your investment process, while complementary products and services offer greater integration across the investment lifecycle.

What we offer

OUR SOLUTIONS

What you gain

BENEFITS AT A GLANCE

Accelerate Product Innovation

Our solution helps asset and wealth managers align their products easily with client needs across all account types and asset classes. It supports distribution through major, third-party platforms, including wire houses, regional broker dealers, TAMPs and banks.

Leverage Revenue Opportunities

Leverage revenue opportunities by combining your investment strategies into a single solution. Launch new products and enter new distribution channels without stretching your capital or operations.

Scale Across Distribution Channels

Help drive profitability by launching SMA strategies and delivering personalized and tax-efficient portfolios and better position your business to attract high-net-worth investors. Help keep costs predictable and scale operations with integrated processes, data solutions and automated workflows.