Media ReleasesXplore Wealth

View All Xplore Wealth News


Managed Accounts Holdings Appointed by Boutique Award Winning Licensee to Build MDA Service

Melbourne-based accounting and financial planning firm MEDIQ Financial Services has selected Managed Accounts Holdings Limited (ASX:MGP) to provide its Managed Discretionary Account (MDA) Service, in a move that is expected to boost back office efficiency, improve the client experience and lower administration costs.
 
The practice, which is licensed by independently-owned dealer group Synchron, has a specialist focus on doctors and other medical professionals. It is expected that the majority of clients will transition to the new MDA solution over the next 12-18 months.
 
 
For further information please download PDF attached:
Download this document

Subscribe to our Daily Newsletter?

Would you like to receive our daily news to your inbox?