There are a number of wrap features, as well as SMA only features, that can be utilised to create additional efficiencies when using SMAs.
There are a number of wrap features, as well as SMA only features, that can be utilised to create additional efficiencies when using SMAs.
You can select and automatically maintain a minimum and/or a maximum cash balance. This feature is available for any of your client’s accounts that hold managed investments, including SMAs.
See how to Turn on or turn off Automatic Cash Management.
You can customise your client’s SMA to tailor their investments to their personal preferences, including asset and GICS sector exclusions.
See how to customise a Separately Managed Account.
Facilitates regular investments from your client’s Wrap cash account into the SMA they hold in their Wrap account.
See how to set up Dollar Cost Averaging.
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