Wealth Today Implemented Portfolios Individually Managed Accounts
Implemented Portfolios (IPL) will provide Wealth Today financial advisers with an Individually Managed Account offering. The IMAs will enable Wealth Today advisers to offer their clients individual tailoring of their investment portfolios
“Forward thinking dealer groups are increasingly seeing the necessity for an investment service solution like ours that truly partners with advisers to put the client first," chief executive of corporate development for IPL, Santi Burridge, said.
"On top of that, the efficiencies gained from utilising our IMA service really do free up advisers’ time - allowing them to step deeper into the role they were designed to do – helping their clients live their best lives.”