iA Private Wealth, a subsidiary of iA Financial Group, has announced enhancements to its Elite Unified Managed Account Program. Elite is an investment management program that provides iA Private Wealth clients with solutions for asset classes, geographies, management styles and investment types within a single account.
For advisers, Elite aims to provide investment management support, including portfolio construction guidance, trading, rebalancing, investment manager oversight and tax-loss selling.
Four of the major key changes made to Elite include an expanded product shelf with preferred pricing and more customization options, a simplified fee schedule, institutional oversight and enhanced adviser ease of use.
