IPL – The Individual Managed Account Experience
The IPL (Implemented Portfolios) individually managed account service provides customisation functionality on a client level via a Managed Discretionary Account. Our team of professional portfolio managers remodel and manage end clients’ portfolios on your behalf, in line with their individual investment preferences. This includes incorporating any instructions provided to suit the unique requirements of the end client.
The IPL IMA service includes:
One on one and group training sessions
Adviser Branded Portfolio Communications
Secure online Adviser portal
Point of sale marketing tools
Dedicated help desk
Meet the Manager seminars for your clients