Independently owned dealer group MyPlanner Australia Pty Ltd (MyPlanner) has selected Managed Accounts Holdings Limited (ASX: MGP) to provide its Managed Discretionary Account (MDA) Service to its 120 advisers.
The initiative has been designed to boost the efficiency and productivity of member firms, lower the cost of providing advice and provide an alternative to expensive institutionally owned wrap platforms.
MyPlanner’s decision to partner with MGP was made following a review process which involved three providers. “The MGP offer was the one that resonated the most with our advisers and was operationally excellent and easy to navigate,” said Philippa Sheehan, Managing Director of MyPlanner.
