Licensee Solutions

A Managed Account Framework Built for Licensee Flexibility

Licensees face a unique challenge. Advice practices often require flexibility, while the licensee remains responsible for maintaining appropriate governance, oversight and consistency across the broader network. Philo helps licensees create managed account frameworks that support adviser flexibility while maintaining a consistent and scalable operating model.

Supporting Advice Practices at Scale

Philo MDAs help licensees improve consistency, governance and efficiency across their authorised representative network, without removing flexibility from individual advice practices. Philo provides specialist services that can help licensees establish scalable managed account frameworks capable of supporting a broad range of advice practice investment preferences. This in turn supports practice growth and business valuation.

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How Philo Can Help

A flexible managed account framework designed to support a wider range of licensee and advice-network needs.

A mobile app screen displaying a section titled 'Governance & Oversight' with a shield icon featuring a checkmark. The description mentions managed account frameworks supporting consistent governance across advice practices.
A card with an eye icon and text about advisor flexibility, supporting a range of advice business models while maintaining an overarching licensee framework.
Explanation of licensee options for portfolio managers, indicating licensees can authorize one portfolio manager or a panel, providing approved investment expertise.
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Your Network. Live at a Glance.

Philo's dedicated licensee portal provides reporting across participating advice practices, including data on models utilised, customisations made, platform utilisation and business volumes. Licensees can view data at an adviser, practice or licensee level in real time.

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Timely Information. Clearer Oversight.

A graphic with a network icon and the text 'Network Activity'. It states that information flows from participating advice practices.
Icon of a funnel with text 'Philo Reporting' and a description 'Relevant activity is consolidated into a consistent view.'
Graphic displaying licensee visibility with an icon of a monitor showing a bar chart and magnifying glass, and text about viewing model usage, customizations, and business volumes across a network.
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Technology & Operations

Technology supports effective oversight, but it is only one component of a successful managed account framework. Philo combines specialist software, operational expertise and managed account administration services to help support advisers, licensees and portfolio managers. Our dedicated licensee portal provides reporting across participating advice practices, including data on models utilised, customisations made and business volumes.

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Explore What's Possible

Every licensee is different. Whether you are considering a new managed account offering, reviewing an existing framework or seeking greater consistency across participating practices, Philo can help design a solution aligned with your objectives.

Contact us to find out more