Lonsec Managed Accounts in iRate
iRate offers a number of different features to assist advisers investing the range of Lonsec Managed Accounts, with access to monthly performance reports, co-branding of the performance reports and the ability to build core/ satellite style portfolios in Portfolio Construction.
Managed Accounts Portal FAQ
- How long have Lonsec been managing investment portfolios?
- What is the communication process to advisors regarding portfolio changes?
- When and how often are the managed portfolios rebalanced?
- What investment fees are applicable when recommending managed accounts?
- Does Lonsec use SAA/DAA within their managed portfolios?
- What platforms are the Lonsec managed portfolios available on?