Managed accounts FUM and research

Managed Accounts

Funds under advice (FUA) increased by 24.5% in the year to end December 2024

Model portfolios and managed accounts data

Model Portfolios

50% of the fastest growing platforms are managed accounts or offer model portfolios.

Platforms used by financial advisers

Financial adviser usage

The average adviser uses six different investment platforms

Leading analysis of Australia's platform and managed account industry for Australian investment product providers

Rainmaker assesses the Australian platform and managed accounts market, investigating the platforms that are being used by financial advisers as well as analysing the capital flows across these administration tools.

As part of the platforms market, Rainmaker assesses wraps, portfolio services, separately managed accounts (SMAs), managed discretionary accounts (MDAs), Investor Directed Portfolio Services (IDPS), master trusts, Exchange Traded Products (ETPs) and more.

Rainmaker's research identifies changes and trends in the platform market and their impacts on financial advisers, AFSLs, superannuation funds and investment managers.

Exploring platforms and managed accounts
Rainmaker MarketPro
Rainmaker MarketPro Wholesale

Identify platform usage among advisers, funds under management in managed accounts, ETPs, master trusts and more, plus, explore the account, product and contact level details of platform providers.

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Research reports
Research Reports

The Wholesale Advantage Report has provided key platform insights since 2002. The report explores market share amongst advisers, asset consultants and investment managers as well as funds under advice across platforms.

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Rainmaker MarketLink data and CRM Solutions
Rainmaker MarketLink data and CRM

Platform insights can be provided directly to you through Rainmaker's data solutions. Investment managers can access platform sales reports by flows and FUA across practices, AFSLs, adviser groups, asset classes and more.

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Get connected with leading insights into platforms and managed accounts

Contact our Business Development team to arrange a demonstration of our suite of database, reporting and search capabilities about platforms and managed accounts.

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