Managed Direct is very flexible and controlled by the adviser as an extension of your firm’s client offerings. After identifying which clients are suitable for this service you can then decide whether your want to offer this under your own brand (our software team will do this for you at no charge) or under the Intelligent Money brand.
You can then have the option as to whether you want to advise clients to move to Managed Direct, make it available to them on a non-advised Direct Offer basis, or a combination of the two approaches.
Taking the advised route, you can either provide the advice directly or outsource this advice to our sister company Adviser Assistant who can do this for you at no cost to yourself (they will charge the client an initial fee for this service, as you would).
Whether advised or marketed as a direct offer you can select your ongoing adviser charge for providing this service and telephone support. Again, the telephone support can be outsourced to Adviser Assistant with a split on ongoing charges, if required.
Your selected clients will then be able to complete a simple online application whereby our software will assist them in arriving at the most suitable investment solution(s) for their individual needs.
You and your clients’ will be able to monitor investments, holdings, valuations and all documentation on any desktop/laptop/tablet/phone using our online IMAP system, making changes whenever required. The entire process is paperless, simple and efficient.