Expanding Distribution

Quickly grow product distribution with integrated support

What we do

OUR VALUE

A unified platform helps you bring strategies to new investment vehicles quickly and cost-effectively so you can confidently focus on growth opportunities.

How we help

SOLUTION HIGHLIGHTS

01

New Distribution Opportunities

Managed Account Solutions helps you launch new investment accounts quickly and with confidence. Integrated infrastructure helps you get to market faster while keeping costs predictable.

02

Seamless System Integration

Our technology integrates seamlessly with existing systems, allowing you to introduce new products without disruption and maintain compatibility with sponsor programs.

03

Operational Support for Growth

Dedicated operations and technology professionals deliver outsourcing support, allowing your team to focus on growth while we handle account setup, reporting and trade flow.

What you gain

BENEFITS AT A GLANCE

Managed Account Solutions helped one asset manager expand into new distribution channels, overcoming technology limitations and operational pressures to help them achieve scalable growth.

Scale Across Distribution Channels

Gain immediate scale to support demand for new products. The platform helps address gaps in your technology and aims to reduce operational strain while extending your distribution reach.

Enhance Revenue Opportunities

Stay competitive and meet growing demand for tax-optimized strategies on wealth platforms.

Accelerate Product Innovation

Bring innovation to market faster. Meet demand for single and dual contract accounts, model delivery across intermediaries and multi-asset account structures.