MDA Operator provides a managed account service for Independent Advisers to offer their own investment models within a tailored personal advice model. We offer a number of managed account and administration services to financial planners, accountants and other AFS licensees. IFA’s can easily integrate the services they need, gain the efficiency and scale of the new technology design, reduce their administration costs, offer the investment models they want, and lower the cost to the end consumer.
A managed account service for Independent Advisers.
We can efficiently manage and implement adviser created Models and Investment Programs. We work with adviser’s to ensure that all Investment Programs formulated for their clients meet minimum eligibility criteria as mandated by MDA Operator.
MDA Operator is independently owned by several private investors and is not aligned to any bank or life office. MDA Operator’s value proposition “Investment made easy” is achieved through Technology, Unbundling & Flexibility of Services, Cost Structure, Investment Models & Research. MDA Operator Pty Ltd was incorporated in 2015.
A disruptive new technology, enabling operational agility in the unbundling of services, straight through market connectivity, and flexibility in broker, CMA and administration.
Company Details
- Founded
- -
- Address
- Level 14, Suite 1402b, 275 Alfred St,australia
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- mdaoperator.com.au
- Keywords
- Investment Models & Analytics, Managed Account Services, Portfolio Administration Services, Portfolio Software, MDA.
- HQ
- North Sydney, NSW
- Competitors
Mda Operator Questions
Mda Operator's website is mdaoperator.com.au
Mda Operator's LinkedIn profile is https://au.linkedin.com/company/mda-operator
Mda Operator's industry is
Financial Services
Mda Operator's categories are Financial Services
Mda Operator's founding year is 2015
