Whilst many financial planners and wealth management boutique’s would like to employ the efficiencies and client benefits of separately managed accounts, implementation can be difficult
Seneca assists firms in:
The benefits of managed accounts
Implement changes to all client portfolio’s, instantly and in the optimal way.
Clients can receive a contract note for each transaction and the advisor will be provided with a ‘trade commentary’ explaining each decision and the rationale behind it
Seneca’s managed account solution includes, free of charge:
Charter design, meeting reports and consulting
A wide selection IPO’s and placements, vetted by our investment committee
Access to investment research from most of investment banks and brokers in Australia
The option to “white label” the managed account as your own
Participate in the decision-making process and the investment strategy your clients invest in
With control and exclusive access to the model portfolio, you can truly differentiate your practice from the pack.
Seneca is happy to present to clients, attend meetings and provide materials as and when you need them to ensure you are fully supported.
Automated and administered on your behalf