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It's a business solution for advisers that's specifically designed to:
Dynamic Asset portfolios are designed to align directly with client goals. By using a Goals Based Investing approach, supported by active management and risk control, progress can be tracked against clear objectives. This makes client conversations simpler, more positive and easier to understand.
Advisers who take a truly client-focused approach typically enjoy higher satisfaction, stronger retention,and more referrals. In turn, this builds reputation, trust and sustainable business growth.
When delivered through a managed account solution, it also provides the transparency clients increasingly expect, giving them confidence and clarity about how their investments are working towards their goals.
A Praemium study showed that 67% of managed account users reported improved levels of client engagement.
We manage the portfolios through either a Separately Managed Account (SMA) or Managed Discretionary Account (MDA) structure to provide you and your clients with all the benefits of individually managed accounts; transparency, complete freedom of investment choice, tax management and efficient execution in a timely, efficient and scalable way.
The combined impacts of managed accounts, professional portfolio management and state-of-the-art systems technology save enormous amounts of time. The time saved can be reinvested into increased client capacity that boosts profitability.
According to the Financial Standard, Managed Accounts allow advisers to service up to 30% more clients.
Compliance, research, and portfolio admin add time and cost to advisory businesses. By working with Dynamic Asset’s managed account solution, advisers remove inefficiencies with streamlined portfolio management, automated rebalancing, and packaged reporting.
The result? Lower operational costs, more time for clients, and greater capacity to grow the business with confidence.
Current regulations demand that investment strategies are demonstrably aligned with each client’s unique objectives - not just their risk profile. A genuinely client-centric approach is now required, ensuring transparency, suitability, and accountability in every recommendation.
Goals-based managed accounts meet this standard by directly linking portfolios to client goals and outcomes.
This not only supports compliance with best interest and product distribution obligations but also reduces AFSL risk for dealer groups. The result is a stronger compliance framework, better client outcomes, and greater confidence that advice processes meet today’s regulatory expectations.
