Offer your clients the ability to personalise and own a managed account but for a fraction of the cost. Provide clients the transparency of owning their own assets in their own name. Advisers can build models and managed discretionary accounts with maximum flexibility and efficiency for rebalancing.

Benefits at a glance

  • Utilise your own Macquarie CMA
  • Clients own investments on HIN and own cash account
  • Create your own or outsource managed accounts and MDAs

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