The Case for Connectivity: Creating an Exchange Across the Managed Accounts Industry

When it comes to managed accounts and model portfolio distribution, asset managers require a single point of access into a network of managed account sponsors to move effortlessly across multiple sponsor platforms and increase operational efficiency.

Whether you're an asset manager, sponsor, custodian, advisor, or even a vendor or partner, connectivity within the wealth management industry has been historically disparate and inefficient. This has made it difficult for industry players to establish seamless communications and has created inefficiencies for managers and sponsors alike in trading, execution and model management.

A single access point for managers would streamline the workflow process and create a marketplace by providing real-time connectivity that can serve as a standard for the industry. Asset managers will be able to communicate with sponsors in a secure and auditable manger via a web-based interface that automates data collection, modeling and trading notifications across multiple sponsor destinations.