Established in 2004, is a leading specialist administrator of Managed Accounts in Australia. Significant time, effort and capital have been spent-to-date on developing the necessary infrastructure and business solutions to deliver a whole-of-portfolio solution.
As a licensed operator of Managed Discretionary Accounts (MDA) services, provides investment administration and associated services for IFAs, investment managers and dealer groups with both wholesale and retail client bases. offers clients a superior technology solution through a combination of in-house Australian-based software development and best-of-breed software from external vendors.
Over the years, our expertise and experience in building Private Label Services has enabled many adviser groups to deliver a superior Service for their own business and their clients.
With the financial planning community experiencing significant change, there are a number of market factors that are driving “switched on” groups towards a new and better solution, and specifically Managed Discretionary Accounts (MDAs) to underpin their business for the future. Contact to find out more.

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Feb 2018 11:00 AM
Managed Account Holdings (ASX:..
13 Feb 2018 - Managed Account Holdings (ASX:MGP) CEO David Heather talks about the acquisition of Linear Financial Holdings, record inflows and what the merger means for clients.

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