Managed account implementation

From structure selection through to platform coordination, adviser communications and go-live. Defined milestones and clear responsibilities.

Managed accounts, implemented properly.

Structure selection, platform coordination, adviser communications and go-live. Every milestone planned and tracked.

The right structure for your firm

SMA, MDA or hybrid. We help you select the structure that fits your advice model, platform and compliance requirements.

A transition with clear milestones

Sequenced milestones, defined responsibilities and communication materials so everyone knows what happens and when.

Go-live with confidence

Platform coordination, testing and post-implementation review to make sure the transition lands cleanly.

Vertex managed account implementation includes:

We manage the full implementation path so your team doesn't have to learn platform logistics, compliance requirements and transition management from scratch.

Structure selection and design
Platform coordination and setup
Migration planning and timeline
Adviser briefing and communication materials
Go-live coordination and testing
Post-implementation review

For firms moving to managed accounts or changing providers.

This service suits advice firms considering managed accounts for the first time, firms switching from one structure or provider to another, and licensees rolling out managed accounts across their network.

If you are currently…

  • Considering managed accounts but unsure where to start
  • Partway through an implementation that has stalled or lost direction
  • Switching managed account providers and need a structured transition
  • Rolling out managed accounts across a licensee network
  • Concerned about governance and compliance requirements around managed accounts

A clear process from structure selection to go-live.

Defined milestones, clear responsibilities, nothing left to assumption.

1
Scoping and structure selection

We assess your advice model, platform, compliance requirements and client base to recommend the right managed account structure.

2
Implementation planning and coordination

We build the migration plan, coordinate with the platform provider, prepare adviser communications and manage the timeline.

3
Go-live and post-implementation review

We coordinate the go-live, resolve issues in real time, and conduct a formal review once the transition is complete.

Not sure where to start? Start with a conversation.

Every engagement begins with an honest assessment of where your firm is and where the pressure sits.

Book a discovery call Request a capability overview

Frequently asked questions

Vertex provides consulting and implementation support. We do not manufacture or distribute managed account products.

We work across all major platforms including HUB24, Netwealth, BT Panorama, Macquarie, CFS and others. Platform selection is part of the scoping process.

It depends on complexity. A straightforward single-practice implementation might take six to ten weeks. A licensee-wide rollout can take three to six months.

We conduct a formal post-implementation review, document outcomes and remaining actions, and hand over to your ongoing oversight process. Ongoing monitoring support is available as a separate engagement.