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SMSFs encouraged to embrace fintech

2017-08-15T09:26:47+10:00 November 29th, 2016| SMSF members need to embrace fintech to minimise the erosion of returns and add simplicity to the costs of both asset ownership and administration. Managed account software provider MA Operator says many SMSFs are paying for services they don’t need when it comes to the portfolio management of assets. MA Operator says recent ATO [...]

IFA Article: Advisers need to address unacceptable SMSF fees

2017-08-15T09:28:39+10:00 November 23rd, 2016|

Inefficiencies and additional cost layers imposed on SMSFs are “unnecessary and unacceptable”, a financial services technology provider has said, calling for advisers to address the issue of the double dipping of fees. In a statement yesterday, managed discretionary account technology provider MA Operator said unnecessary additional SMSF services include: an unnecessary layer of administration for [...]

Investor Daily Analysis: Managed Accounts

2017-08-15T09:29:12+10:00 August 9th, 2016|

BY S. BERNASCONI Tuesday, 09 August 2016 The managed accounts sector is set to keep growing, but inefficient manual processes are limiting advisers’ capacity, writes MA Operator’s Shannon Bernasconi. According to a recent report from Morgan Stanley, the managed accounts industry is tipped to hit $60 billion by 2020. It’s a landmark opportunity for managed [...]

Enhancing client conversations with analytics

2017-08-15T09:29:41+10:00 August 1st, 2016|

Analytics, long used in the construction of portfolios, are emerging as a powerful communications tool for advisers. They can aid discussions about portfolio performance and also help advisers and clients make decisions about future investments. The idea of using data to illustrate performance is not new and advisers in the past have typically prepared charts [...]

Rebalance faster and treat each client like your number one

2017-08-15T09:30:10+10:00 July 29th, 2016|

Whilst there’s still debate about just how regularly investment portfolios should be rebalanced, most would agree that the time and costs involved can be staggering. In addition to determining the securities to be bought and sold due to either market movement or change in security allocation or weighting in the underlying investment models, advisers must [...]

Managed accounts: An industry ripe for disruption

2017-08-15T09:30:27+10:00 July 27th, 2016|

According to a recent report from Morgan Stanley, the managed accounts industry is tipped to hit $60 billion by 2020. It’s a landmark opportunity for managed account operators, MDA Operators (managed discretionary account) and financial advisers but also a challenge for an industry weighed down by inefficient technology and processes. Even the technologies purported to [...]

IFA Press Release

2017-08-15T09:30:44+10:00 July 26th, 2016|

New MDA technology provider targets IFAs A new managed discretionary accounts (MDA) technology firm has launched in Australia today, targeting the IFA sector with services intended to tackle some common ‘pain points’. The firm’s MA Operator tool is designed to help advisers better manage client portfolios by removing administration costs and effort. “Many of the [...]

Australian Fintech article

2017-08-15T09:31:00+10:00 July 26th, 2016|

New fintech fills the void of efficiency and independence for managed accounts MA Operator, a brand new technology for financial advisers, launched in Sydney today. The firm provides three different services on the same comprehensive platform and low-cost model: A complete service for managed discretionary accounts (MDAs), including risk and compliance management, which replaces numerous [...]