ABOUT US

Most investment platforms were built for scale — not adviser ownership.

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That design decision has shaped the industry for decades:

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• portfolios pooled for efficiency

• limited visibility of underlying assets

• investment decisions pushed away from the adviser

• and ultimately, a loss of true investment IP

 

Managed Portfolios was built in response to that.

 

Our founder started in financial advice and experienced these limitations firsthand — lack of transparency, limited control, and an inability to deliver a truly differentiated investment offering.

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The conclusion was simple:

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The issue wasn’t just the investments.
It was the structure.

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A Different Approach to Portfolio Infrastructure

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We’ve rebuilt portfolio management around a different set of principles:

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• adviser-owned investment IP

• full transparency of underlying assets and fees

• client-level ownership and control (HIN-based)

• non-pooled portfolio structures

• flexibility to support both in-house and external investment capability

 

This allows advice businesses to move beyond distributing products — and start owning the portfolio.

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Designed for Modern Advice Businesses

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We work with:

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• advice firms building internal investment capability

• AFSLs rethinking how portfolios are structured and delivered

• industry participants challenging legacy platform models

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Our role is to provide the infrastructure that makes this possible — combining portfolio administration, technology, and execution into a single, integrated solution.

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Our Philosophy

 

The future of advice isn’t about outsourcing investment capability.

It’s about owning it.

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Because when advisers control the portfolio:

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• they create real differentiation

• they strengthen client relationships

• and they build long-term, defensible businesses

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Company Details

Australian Financial Freedom Pty Ltd
Trading as Managed Portfolios
AFSL 484998