Individually Managed Accounts delivered through an MDA structure
Leveraging the Implemented Portfolios’ MDA capability and our long, trusted history in implementing and servicing Individually Managed Accounts within a Managed Discretionary Account structure, we have also expanded the IMA offering to Licensees and Institutions, allowing them to run a bespoke selection of external or in-house models within an MDA structure on the IMA service.
This enables external managers to run models within the IMA service, including Licensees and large Advice Practices to set up their own models, with the ability to customise at all levels.
Benefits of the IPL Model Manager Service
For Licensees
- Providing Authorised Representatives (ARs) under your licensee with a framework in which to tailor their portfolios to individual investor preferences
- Implementation of bespoke Licensee model mandates / APL – whilst providing approved parameters for Adviser tailoring and settings
- Governance and oversight at scale, including ongoing Licensee reporting and mandate oversight
- Multi layered support and ongoing service, including branded communication distribution
- Bespoke outsourced implementation via direct access to Portfolio implementation team
For Advisers
- An engaging tailored investment solution that allows advisers to treat each client individually
- Access to a high-touch dealing desk providing advisers with timely implementation and execution on client instructions, updating models and rebalancing, whilst outsourcing implementation risks
- Providing a layer of control to customise based on account type, corporate actions, incremental implementation