Launch New Investment Products

Integrated, technology services, distribution and sponsor readiness.

What we do

OUR VALUE

Launch new products quickly and efficiently. Managed Account Solutions helps you expand and scale into new vehicles and distribution channels quickly.

How we help

SOLUTION HIGHLIGHTS

01

Advanced Technology Services

Managed Account Solutions removes the barriers to faster product launches. Our scalable platform supports all asset classes and investments, allowing your business to grow.

02

Distribution & Sponsor Readiness

Expand into new distribution channels with sponsor program compatibility and full middle-to-back-office support. We provide the infrastructure for seamless entry.

03

Built-In Integration

No additional tech stack required. Managed Account Solutions supports complex investments, novel account structures and multicurrency accounts while connecting data and workflows to trade and distribution partners.

What you gain

BENEFITS AT A GLANCE

Our solution helps you scale distribution, boost revenue and speed up innovation. Managed Account Solutions helped one asset and wealth manager expand product offerings beyond U.S. and global equity and energy strategies without interrupting operations.

Scale Across Distribution Channels

Expand into new markets while controlling costs. The platform helps reduce the need for future capital expenditure and resourcing as your product line grows.

Enhance Revenue Opportunities

Introduce new multi-asset product lines quickly and cost-effectively. Faster launches help you capture flows from advisors and intermediaries while protecting margins.

Accelerate Product Innovation

Bring complex investments and novel account structures to market faster. Sponsor-ready operations and integrated processes help you stay ahead of the competition.

By the numbers

CLIENT OUTCOME

5K

new accounts in 48 months

$3B

additional AUM in 48 months1

1 AUM growth is influenced by client inflows as well as market movements, as of June 30, 2025