Model Portfolio, Custom SMA and MDA Configuration

---

We specialise in setting up Model Portfolios and Target Sets, enabling you to recommend consistent investment portfolios more efficiently. By eliminating the need to select individual products and calculate allocations repeatedly, we save you time and enhance your productivity. 

 Our target set maintenance process is uniquely designed for minimal user effort, ensuring quick and efficient updates. We offer flexibility in management – choose our ongoing support for hassle-free maintenance, or opt for our training to confidently manage it in-house.

Leveraging our unique method, we create custom SMAs and MDAs that can be centrally managed within Xplan. This innovation allows for seamless updates across all relevant WealthSolver plans with just a click, ensuring that your recommendations are always current and compliant.

Our configurations ensure that details like product weightings, asset allocations, and management fees are accurately reflected in WealthSolver scenarios and advice documents. This precision is vital for maintaining consistency and trust in your client interactions. 

Our deep understanding of Xplan's capabilities enables us to offer solutions that go beyond standard configurations, providing you with tools that truly enhance your advisory services.  

Recognising that each business has unique challenges, we provide solutions specifically designed to address your individual operational needs.

We are adept at tackling the intricate challenges that come with SMA recommendations, offering you peace of mind and a competitive edge in your advice delivery.