Lonsec MDA Model Manager service

Leverage Lonsec’s model manager capabilities

Lonsec offers licensees and large advice businesses the ability to run a bespoke selection of external or in-house models within a Managed Discretionary Account (MDA) structure, providing advisers and their clients with a high touch, individualised investment experience, whilst freeing valuable time and resources for both Licensees and their Advisers to grow and scale their businesses.

Our unique MDA offering enables external investment managers with in-house investment capability to run models within the service, including Licensees and large Advice Practices who have the ability to set up their own models and customise at all levels. 

The Lonsec MDA Model Manager service provides licensees and large advice businesses with:  

  • More choice when tailoring their model portfolios
  • An enhanced compliance and governance framework for the oversight of investment advice 
  • Minimised disruptions to the adviser and client during the transition process to a more flexible and scalable MDA structure  
  • The potential reduction in overall costs to client through effective portfolio construction and management

This solution also provides Model Managers with more flexibility during the portfolio construction and implementation process.  

Scroll to Top