• Operational Support
  • Clearing and Settlement
  • Compliance Tools
  • Custody Services
  • Billing Services

• Trading Services
  • Best Execution
  • Equity Trading
  • Fixed Income Trading

• Flexible Technology
  • Business Intelligence Tools
  • Investor Access Solutions
  • Open Architecture
  • Operational Efficiency Tools

• Investment Solutions
  • Cash Management Solutions
  • Fund Solutions
  • Lending Solutions
  • Managed Account Solutions
  • Retirement Planning Solutions
  • Wealth Management Solutions

• Practice Management
  • Consulting
  • Education
  • Events and Workshops
  • Marketing Services
  • Training Services
  • ValueAlliance®

• Service Excellence
  • Quality Management Process
  • Reliability

Managed Account Solutions

Sophisticated advisory businesses like yours demand scalable, high-quality managed account tools and services. Our groundbreaking, open-architecture Managed Account Direct™ platform, offers unparalleled support for all of your business' separately managed accounts.

Managed Account Direct™

• Provides a platform that can support any portfolio manager, with the freedom to customize fees and minimums for the managers you select
• Allows you to work with your current portfolio managers and have your own in-house research teams and due diligence processes
• Enables your business to focus on your clients' needs and lower costs by outsourcing day-to-day operational processes
• Offers a wide range of services including account setup, transition processing, maintenance, money movement, tax management tools, and fee billing
• Combines the flexibility of an open-architecture environment with the operational efficiency of a wrap account program

Contact us today to learn how we can support your separately managed accounts.

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