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.
| Website | http://mdaoperator.com.au/ |
| Employees | 1 (0 on RocketReach) |
| Founded | 2015 |
| Address | level 14, suite 1402B, 275 Alfred St, North Sydney, New South Wales 2060, AU |
| Technologies |
JavaScript
,
HTML
,
PHP
+15 more
(view full list)
|
| Industry | Financial Services |
| Keywords | Managed Funds, Managed Accounts, Financial Technology, Investment Models, Financial Planning, Independent Advice, Personal Advice, Account Administration, Portfolio Management, Wealth Management, Investment Solutions, Tailored Advice, Financial Services, Accountancy Services, Investment Strategies, Retirement Planning, Estate Planning, Tax Planning, Superannuation |
Looking for a particular MDA OPERATOR employee's phone or email?
MDA OPERATOR is based in North Sydney, New South Wales.