We work with self-licensed advisers to build the optimal managed account solution for your practice.
Give clients a more streamlined investment experience – while giving your practice more time to focus on advice.
We are different from other Portfolio Managers in 4 key ways:
1
We don’t have our own models, so where most asset consultants try to sell you a standard package, we listen and create a bespoke solution. Each of our clients has their own portfolio suite, which may include direct shares.
2
We bring institutional grade portfolio advice to support your investment decision-making process. We respect your skills as a key member of the portfolio management team.
3
We’ll advise the best managed account solution for you and your clients, SMAs, MDAs, IMAs each offer different benefits and features, we’ll implement the solution that works for you.
4
We specialise in solutions for smaller self-licensed practices, most asset consultants have minimum FUA requirements that many small practices can’t meet. We can resolve that.
Wealthtrac Products & Services
Supporting self-licensed financial advisers with quality products and services. We’re not conflicted, we’re fully aligned with you and your objectives.
Wealthtrac Separately Managed Accounts (SMAs)
Wealthtrac Managed Discretionary Accounts (MDAs)
Asset Consulting and Investment Management
Wealthtrac is adviser focused providing more control and greater choice to build the best solution for your clients.
The future’s changing, many advisers are choosing the self-licensed path to achieve greater control, choice of investments and a custom managed account solution. This enables you to deliver solutions that better reflect your clients’ needs, rather than shoehorning clients into off the shelf options.
“Wealthtrac has a close relationship with some of Australia’s leading self-licensed dealers and advisers. We work with you to transition your model portfolios to SMAs/MDAs, our service includes using professional asset consulting to enhance client investment returns and to provide deeper research capabilities across markets and managed funds.
We listen to your needs and customise your SMAs/MDAs around current models. We’re also here to provide input on portfolio structure, SAA and TAA modelling to help improve portfolio performance”.
Matthew Johnson
Director, Wealthtrac Pty Ltd
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