Lockwood's Turnkey Solution, Managed360®

Designed to help financial professionals strategically scale their managed accounts business.

Administer Managed Assets Efficiently Within One Integrated Technology Platform

Through Managed360, the managed investments experience has been simplified. This turnkey solution allows financial professionals to work more efficiently, which can give them more time to focus on their investors.

Managed360 Fact Sheet [PDF]

Through Managed360, financial professionals have access to:

  • An integrated managed account solution
  • A new account opening and account maintenance workflow system
  • Access to third-party asset managers and model providers
  • A range of managed account investment solutions, including mutual fund/ETF wrap accounts, UMAs and SMAs
  • Institutional-quality research delivered by Lockwood and powered by the BNY Mellon Manager Research Group
  • Investment selection, due diligence and portfolio management recommendations from Lockwood

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