Services

IAS is not only a service provider of asset administration and managed accounts, but we enable you to rebuild your business with a complete investment and administration solution.

We work with you to ensure the IAS managed account service not only integrates with your dealership but expands your businesses opportunities.

We offer flexibility and a personalised service.

IAS Managed Account Services allow you to choose from a diverse range of professionally managed investment options and maintain your investments in one account. Available to dealers, brokers and other licensed entities.

Can provide datafeeds to your financial planning and superannuation administration software.

Groups can develop their own suite of Investment Options with their own mandates and fee structures.

Groups can tailor the service with their own mandates or choose from a range of investment managers and a universe of funds and securities to suit most strategies.

HTML and pdf reporting can be provided to advisers and clients, daily or periodically, as selected by the dealer group. A comprehensive menu of reports is available to choose from.

Give the service your company ‘look and feel’ by branding documentation, reporting and your portal.

As each client’s tax needs are unique, the service provides the ability to nominate a methodology from a range of options which will assist with their tax position.

Advisers can complete applications, move cash between portfolios, arrange withdrawals, and facilitate regular investment and withdrawal plans online.

Clients can access their account and produce reports online via the dealer group portal (built by IAS). The portal can be simply accessed through the dealer group website or directly via a portal address.

Clients will have view only access. Advisers can access multiple client portfolios including detailed search facilities. Dealer compliance and management teams can access all clients.