From structure selection through to platform coordination, adviser communications and go-live. Defined milestones and clear responsibilities.
Structure selection, platform coordination, adviser communications and go-live. Every milestone planned and tracked.
SMA, MDA or hybrid. We help you select the structure that fits your advice model, platform and compliance requirements.
Sequenced milestones, defined responsibilities and communication materials so everyone knows what happens and when.
Platform coordination, testing and post-implementation review to make sure the transition lands cleanly.
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
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…
Defined milestones, clear responsibilities, nothing left to assumption.
We assess your advice model, platform, compliance requirements and client base to recommend the right managed account structure.
We build the migration plan, coordinate with the platform provider, prepare adviser communications and manage the timeline.
We coordinate the go-live, resolve issues in real time, and conduct a formal review once the transition is complete.
Every engagement begins with an honest assessment of where your firm is and where the pressure sits.
Vertex provides consulting and implementation support but do not have Vertex managed accounts.
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.