Your Online Portfolio Administration Solution
Crystal Wealth Partners moves into managed accounts with Multiport
16 May 2012

Boutique advisory and investment management practice Crystal Wealth Partners has launched a unified managed account solution developed with managed account specialist provider, Multiport.

The solution, called the Crystal Wealth Managed Account Service, provides Crystal Wealth’s clients with eight model portfolio options or a tailored discretionary mandate according to a client’s specific needs. The service includes daily portfolio management, comprehensive administration and reporting services.

Multiport CEO John McIlroy said: “Our unified managed account service allows advisers to offer their clients efficient administration of a wide range of portfolio services. There is no doubt there’s increased interest in the managed account space and this type of solution can be ideal for specialist practices that have higher net worth clients and SMSFs as a core capability.”

Clients using the Crystal Wealth Managed Account Service can select from five diversified models (conservative, moderate, balanced, assertive, aggressive) and three specialist sector models (core equity, income equity, global equity) for each portfolio.

The model portfolios can comprise any combination of cash, income securities, listed shares, ETFs and managed funds. Alternatively, clients may opt to have a tailored portfolio built around their stated risk tolerance.

Crystal Wealth Partners director Tim Wedd said: “Crystal Wealth provides flexible portfolio management solutions for its clients that are needs-driven, not product focused. Our higher net worth client base has a definite preference for direct investing and we needed a managed account provider that had the capacity to work with us to build the solutions our clients want.

“Multiport was able to offer us a fully integrated managed account and SMSF administration service and this is a vital ingredient of proper ongoing client management. Multiport demonstrated to us that it had the necessary personnel, experience and systems to allow us to build client solutions that meet their service expectations.”

The Crystal Wealth Managed Account Service allows for expanded reporting across a wide range of assets including shares, term deposits, managed funds, direct property, collectibles and other non-standard assets. This means SMSF clients also receive integrated daily administration and reporting to deliver a fully compliant solution with online access at all times.

For more information contact:

Tim Wedd
Crystal Wealth Partners
0408 608 349

What's New
SMSF Investment Patterns Survey - February 2016
Multiport regularly undertakes an analysis of our SMSFs investments. Read more...
Peter Burgess speaks on the SMSF minimum balance debate
Peter Burgess shares his view with SelfManagedSuper on the latest guidance on SMSF advice. Read more...
Finalist at the 2015 Smart Investor Blue Ribbon Awards
Multiport has been named as finalists in the ‘Best SMSF Administrator’ category. Read more...
Multiport launches online application
Multiport customers are now able to submit applications though a new online facility. Read more...
Multiport Highly Commended at SMSF Awards
Multiport has received a ‘highly commended’ recognition at the annual 2015 SMSF Awards. Read more...