With help from investment manager Joseph Palmer & Sons, the IMA super and investment service – My Managed Portfolio Individually Managed Account Service – will allow financial planners and accountants to “better engage” with their clients.
“The enhancements to the already-successful My Managed Portfolio service allow planners to truly collaborate with clients to build the investment journey that best suits both their preferences and their outcomes,” said MyPlanner Australia managing director, Philippa Sheehan.
“Not only has this service allowed our planners to engage on a completely different level with their clients, at the press of a button, this service allows every client to be treated individually for implementation, remodelling, tax, asset class and stock levels.
“This gives planners more time to focus on where they truly add value, which is helping clients set specific and measurable objectives and strategies to help them achieve their outcomes,” Ms Sheehan said.
Implemented Portfolios co-founder Santi Burridge added that the new IMA service is “changing the industry”.
“The traditional approach of platform, product and unscaleable implementation has been replaced with true scale at the core where every client is treated individually,” he said.
The IMA was launched in August after MyPlanner noticed there was a lack of existing solutions in the Australian market to support an objectives-based advice model.
