Managed Accounts AGM Presentation November 28, 2014

Company Presentations

by Carolyn Herbert

Established in 2004, managedaccounts.com.au 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, managedaccounts.com.au provides investment administration and associated services for IFAs, investment managers and dealer groups with both wholesale and retail client bases.
 
managedaccounts.com.au 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. 

Carolyn Herbert

Finance News Network
Carolyn joined FNN in August 2015 as the Head of News and also presented the Market at Midday and the Market Wrap. With more than five years of broadcast journalism experience, Carolyn has worked as a finance anchor on the Sky News Business channel and as an anchor and reporter for ABC News. She is also a qualified corporate lawyer specialising in IPOs, takeovers and mergers and acquisitions.