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?
- Are there any initial investment minimums applicable?
- Do I need to refer to a TMD for the Lonsec managed portfolios?
- Do the Lonsec managed portfolios feed into Wealthsolver?
- Do the Lonsec managed portfolios have an APIR code?
- Are buy/sell spreads applicable to the managed portfolios?
- Does Lonsec offer a bespoke managed portfolio service?
- Can I co-brand the portfolio reports?