MDA Guru is a consulting business that specialises in helping financial advisors and licensees navigate through the world of managed accounts.
We can help set up your managed accounts program, assist with licensing matters and work with advisors to transition their valued client base.
Knowing the differences between an SMA, UMA, MDA, and IMA and deciding on an appropriate product or service for your client base will reduce risk and avoid costly delays.
Our strength is understanding your business and value proposition, and combining that with our product and services knowledge to formulate a pathway that meets all regulatory compliance.
We have extensive experience in MDA management, RG-179 compliance, annual audit and review.
As well as helping your business set up a managed account we also help firms with ongoing compliance. Services include MDA licensing variations, MDA contracts, an annual MDA accounting audit, MDA advice/advisor reviews and MDA health checks.