Lockwood Managed360^®

A Turnkey Advisory Solution Accessed Through NetX360^®

Simplify the managed accounts experience with Lockwood Managed360^®. This turnkey solution can transform the way advisors deliver managed accounts to clients, using the power of technology to eliminate redundancies, create efficiencies and save time. It features the expertise of Lockwood Advisors, Inc. as the program sponsor and investment solutions provider, with a diverse menu of third-party models, access to institutional-caliber research and a full suite of sales, analytics and reporting tools.

A Fully Integrated Managed Accounts Solution

Lockwood Managed360 offers an intuitive, cohesive and flexible managed accounts experience that can be delivered quickly and with limited implementation dependencies.

• Comprehensive asset administration on one integrated technology platform
• Programs for every market segment, from emerging to ultra-high-net-worth investors
• A range of investment advisory solutions, including mutual fund/exchange-traded fund wrap accounts, unified managed accounts and separately managed accounts
• Access to third-party strategists and their models
• Institutional-quality research delivered by Lockwood and supported by the BNY Mellon Manager Research Group
• Client onboarding and account maintenance tools and workflows

From Proposal to Performance Reporting

Manage the entire account lifecycle with efficiency.

• Generate robust proposals for either single or multiple products in minutes
• Integrated client onboarding to reduce account opening time and effort
• Easy account maintenance
• On-demand reporting by account or household delivered in an intuitive user-friendly format
• Portfolio analytics powered by Morningstar^® data to help evaluate diversification, potential concentration and portfolio risk
• Flexible billing reports and filtering tools for sophisticated data-file processing

Business Development and Sales Support

Gain assistance from a seasoned regional wholesaling team to train on investment solutions, with access to customized approaches from Advisory Consulting¹ professionals for the most complex cases.

^*Available to Pershing custody clients only.

¹ In providing these services, Lockwood is not assuming responsibility for the advisory firm’s regulatory compliance or providing advice or recommendations directly to investors. The advisory firm is responsible for independently evaluating the output of these services and determining whether or not to implement any practices suggested as a result thereof.

All third party marks belong to their respective owners.

For professional use only. Not intended for use by the general public. Pershing does not provide investment advice. Professionally managed investment advisory services, if offered, are provided by Lockwood Advisors, Inc. (Lockwood), a Pershing affiliate and an investment adviser registered in the United States under the Investment Advisers Act of 1940.