There are a number of wrap features, as well as SMA only features, that can be utilised to create additional efficiencies when using SMAs.
Create efficiencies using SMAs
Automatic Cash Management
You can select and automatically maintain a minimum and/or a maximum cash balance. This feature is available for any of your client’s accounts that hold managed investments, including SMAs.
See how to set up Automatic Cash Management.
SMA customisations
You can customise your client’s SMA to tailor their investments to their personal preferences, including asset and GICS sector exclusions.
See how to customise a Separately Managed Account.
Dollar Cost Averaging
Facilitates regular investments from your client’s Wrap cash account into the SMA they hold in their Wrap account.
See how to set up Dollar Cost Averaging.
Separately Managed Accounts
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Automatic features for a Separately Managed Account Model Portfolio -
Customising Separately Managed Accounts for your client -
Redemptions for a Separately Managed Account Model Portfolio
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