MA Operator adds value to advisers, and those providing managed account services complementing their current operational and system architecture and client servicing culture.

We don’t ask you to align to a vertically integrated service or data source model. We integrate with the licensee’s chosen broker, bank/CMA or administrator of choice where electronic data connectivity is available. Using our proprietary software we are able to offer three distinct offerings:

MA Operator as MDA Operator

• We are the provider of managed discretionary account services
• MDA Provider and MDA manager
• Advisers are licenced for MDA advice
• Investors have MDA or IMA Investment Programs under an MDA Agreement

Provider for an MDA Operator

• Enabling other MDA providers
• MDA Operator Pty Ltd trading as MA Operator, is providing the technology and service to a 3rd party MDA Operators
• Advisers of the MDA Operator or external advisors
• Investors have MDA or IMA under MDA agreement with the MDA Operator

MA Operator for RoA service

• Enabling independent advisers to implement advice (non MDA)
• MA Operator is providing the technology and service to advisers to deliver their investment advice
• Adviser or appointed Investment managers manage model portfolios and APL
• Investors have an SOA from adviser and a direct portfolio of assets