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Wrap Account
Monitor clients' asset allocation through different investment and economic cycles with the iFAST Wrap Account.
As clients' needs and goals change, the iFAST Wrap Account allows switching to any of the over 300 funds on the platform at no cost.
In return for this ongoing service, advisers can apply an annual Wrap Fee based on the value of the investments.
The fact that the Wrap Fee is directly correlated to the performance of the portfolio is also an added attraction to clients as it successfully aligns both advisers' and clients' interests.
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