Technology customized for your firm. Our flexible approach provides a way for firms to build and implement managed account solutions.

Managed accounts continue to grow in popularity as the demand for personalized solutions increases. Many investment management and advisory firms have made the strategic decision to design a managed account solution of their own to participate in the growth of this exciting segment of the retirement plan market. As firms build their own offerings, they are recognizing that a key component to successful deployment and distribution is having the technology in place to work through recordkeepers and transact at a participant level. That’s where Stadion comes in.

Stadion has over 20 years of experience powering managed account solutions leveraging our technology framework. Whether it’s utilizing the interfaces we have in place with many of the industry’s leading recordkeepers or building new connections, Stadion can be a key partner to a firm looking to successfully rollout a managed account solution.