Implemented Portfolios Renews and Extends Relationship with SS&C
Last year, Implemented Portfolios conducted a detailed review of its target operating model and systems, choosing to renew its partnership with
GWP caters to IMA complexities and unique customer specifications without needing extensive customization.
"GWP will bolster our growing and unique IMA service business," said
"Our partnership with Implemented Portfolios is important to us, and we remain focused on delivering the capabilities and expertise that will help the firm grow and succeed," said
About Implemented Portfolios
Implemented Portfolios is changing the way that investment management conversations take place in advice practices across the country. It was started in 2010, with a desire to see the relationships between advisers and clients develop and flourish. Our mission is to help advisers break free from the pure "investment manager" mold and step deeper into the role they were designed to do – helping their clients live their best lives. By providing advisers with a world class, technology enabled, individually managed accounts (IMA) service, we are freeing up precious business hours, streamlining the advice process and allowing both advisers and clients to focus on their financial values and goals.
For more information on Implemented Portfolios, visit www.implementedportfolios.com.au
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