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Showing 51 - 57 of 57 results for "Managed Account service"

FPSA tenders for managed accounts

RUTH LIEW  |  MONDAY, 30 MAR 2009
... under advice, is on the hunt for a managed account provider that would enable its advisers to provide a managed account service to clients. "We're looking to build a managed accounts functionality - to [build] reactive and proactive model portfolios," ...

Austock MA service signs six

MICHAEL HOBBS  |  THURSDAY, 27 NOV 2008
... Austock Asset Management has already signed six financial planning dealer groups and boutiques to its new managed account service after partnering with Investment Administration Services. Austock Asset Management's partnership with managed account technology ...

More planners to use SMAs

MICHELLE BALTAZAR  |  THURSDAY, 6 NOV 2008
... Admittedly market penetration is still low. A high 67 per cent of those who use SMAs report that their managed account service accounts for less than 15 per cent of their business. But Heffernan said this could change once SMA providers improve the ease-of-use ...

Multiport MAs tops $200 million mark

CHRIS NICHOLLS  |  MONDAY, 8 OCT 2007
Self managed super fund services provider Multiport has announced it has passed the $200 million mark in funds under administration for its managed accounts. Multiport's managed accounts service is primarily used by boutique dealer groups, which offer ...

Austock MAs to be powered by Financial Simplicity

HAMISH MADDEN  |  WEDNESDAY, 4 JUL 2007
Austock Securities has chosen Financial Simplicity to provide the infrastructure for its managed accounts capabilities. The Financial Simplicity software will be implemented by Austock to power its portfolio management capabilities, including enabling ...

Praemium integrates market data streaming

ALEX DUNNIN  |  TUESDAY, 22 MAY 2007
... integrated live market trading data into its web-based V-wrap portfolio administration and separately managed account service to create a new desktop system that will be freely available to clients who want to white label the application for their own ...

Tricom use MIR portfolios for their IMA

... MIR to provide Individually Managed Account (IMA) portfolios. The IMA services, which they will call the Managed Account service, will offer a choice between either an Australian equities portfolio or an absolute return portfolio. Tricom says the new ...
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