IMAs can 'mass customise' portfolios

IMAs can 'mass customise' portfolios

Financial planners using individually-managed accounts (IMAs) should be able to "mass portfolio customise" the investment experience for clients, says Implemented Portfolios.


Regardless of whether they are investment specialists or more focused on soft skills and client relationships, financial advisers should be focusing their technology use on "mass portfolio customisation", said Implemented Portfolios (IP) chief executive for corporate development, Santi Burridge.

“Advisers should be focusing on the goal of mass portfolio customisation and delivering a consistent, scalable yet truly individualised experience to clients by technology, not people,” Mr Burridge said.

“With fintech innovation growing rapidly by the day and managed accounts – and IMAs in particular – consistently proving to have considerable benefits for both advisers and clients, we are passionate about collaborating with the IFA sector to ensure they are harnessing the power of new technology to create efficiencies and provide a superior service to clients.”

These comments come as IP launches a branded service that allows financial advisers who do not use IP’s in-house investment management services, including those running their own model portfolios, to access the firm’s IMA technology.

“We have now amended our service so that these professionals can also gain access to our leading technology, which reduces the costs and complexities associated with delivering traditional investment management to clients,” Mr Burridge said.

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