Adviser Solutions

Managed account solutions designed around your advice business, your investment philosophy and the unique needs of your clients.

Tailored. Flexible. Personal.

Solutions that reflect your clients, not the other way around.

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Every investor is different. Their circumstances, objectives and existing investments require consideration. Your managed account solution should be built around that reality.

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Designed For Advice Firms Seeking More

Many advice businesses are looking for a broader range of managed account capabilities. Client circumstances differ. Tax positions vary. Legacy assets matter. Some clients require direct equity exposure. Others may hold wealth across multiple entities and structures.

Philo helps advisers move beyond a one-size-fits-all model by providing access to a flexible managed account administration framework capable of supporting a wider range of client requirements.

Whether your objective is to improve scalability, enhance client outcomes or create a more differentiated service offering, Philo can help.

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Icon of stacked blocks representing multi-entity, with the text 'MULTI-ENTITY' and subtitle 'Trusts, companies, super'.
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A vertical infographic with three sections featuring icons and text. The top section has a four-square grid icon and describes "Tailored Portfolio Construction" built around individual objectives, preferences, and client circumstances. The middle section has a house icon and discusses "Managed Account Delivery" implemented across platforms with ongoing rebalancing and oversight. The bottom section has a checkmark icon and focuses on "More Personalized Outcomes" for better alignment with investors' priorities.

How Philo Can Help

A flexible managed account framework designed to support a wider range of adviser and client needs.

Text from a website or presentation slide discussing broader model choice, mentioning access to a wider range of managed account implementation options aligned with advice philosophy and client needs.
Slide titled "Legacy & Illiquid Assets" with a description about accommodating existing investments, including legacy and less liquid assets, within a portfolio framework.
Support portfolio settings and investment approaches tailored to the unique circumstances and objectives of individual clients.
A digital graphic with a beige icon of interconnected nodes and text reading "Multi-Entity Investors" and supporting details about managing wealth across multiple entities like trusts and companies.
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Supporting Practice Scalability

Managed accounts should help create efficiencies across a client's entire portfolio, not just a part of it.

Philo provides specialist administration, operational support and implementation expertise that can help advice businesses scale their managed account offering while maintaining consistency and oversight.

By reducing operational friction and supporting a broader range of investment types and client scenarios, advisers can spend more time focused on client relationships and strategic advice.

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Technology & Operations

Technology supports the experience, but it is only one part of the solution.

Philo combines specialist software, a highly experienced operations team and MDA experts that can help you on your managed accounts journey.

Advisers also have access to a dedicated portal designed to help them customise portfolios, track client outcomes and support the ongoing administration of their MDA service.

Technology supports the experience, but it is only one part of the solution.

Philo combines specialist software, a highly experienced operations team and MDA experts that can help you on your managed accounts journey.

Advisers also have access to a dedicated portal designed to help them customise portfolios, track client outcomes and support the ongoing administration of their MDA service.

Screenshot of a webpage section with an icon of a presentation board, titled 'Portfolio Customisation' under 'Technology', followed by an icon of two people, titled 'Reduced Operating Risk' under 'Operations', and a downward arrow icon indicating scrolling down, with a background section labeled 'Better Adviser Experience'

Let's Explore What's Possible

Every advice business is different. If you're looking to create a more flexible managed account offering, improve practice scalability or deliver more tailored client outcomes, we'd welcome the opportunity to discuss your requirements.

Contact us to find out more