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March 9, 2017

Collins teams up with Implemented Portfolios for IMA solution

Australian financial planning firm Collins SBA has selected Implemented Portfolios (IP) to create a bespoke individually managed account (IMA) solution for its clients.

By Verdict Staff

Australian financial planning firm Collins SBA has selected Implemented Portfolios (IP) to create a bespoke individually managed account (IMA) solution for its clients.

Collins SBA will offer the service leveraging the investment eco-system of Implemented Portfolios.

Collins managing director Jonathan Elliot said: “Our value proposition is to help client’s make informed decisions about their financial life so that they feel confident they’re on track. We extensively researched the US and Australian markets and clearly technology is enabling far more effective portfolio implementation than ever before.

“We can use Implemented Portfolios as a model portfolio MDA with different value and price points, or as a true customisable IMA where required whilst maintaining flexibility and leveraging the mutual benefit for both the client and our business.”

Implemented Portfolios co-founder and CEO of corporate development Santi Burridge said: “The fact that Collins SBA also has a large and successful accounting practice makes the decision all the more satisfying as we know accountants have been looking for a better way for their clients to be served in the wealth sector for many years now.”

In August 2016, IP launched a branded individually managed account service for Australian financial advisors and licensees  to allow them white-label the new service and use their own model portfolios.

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