Those looking at starting a managed account or brokerage can access our proven sales and marketing system.

What is available here is everything you need to recruit investors, including marketing material that has satisfied compliance in multiple countries. Saving you £1000’s when setting up your sales and marketing models for your managed account or brokerage.

Through our different membership packages you can gain immediate access to marketing automation systems that work and have worked time and time again.

As every business owner has different skills and budgets, we have created 2 options for you:

Option 1 – We Do It For You
Option 2 – You Use Our Guidance Material And You Do It Yourself

Whichever option is best suited to your individual needs, we are able to share best methods, systems and strategies and have many resources and templates ready for you to use should you chose to do it yourself.

Contact us here to discuss the membership options available.

Looking for Regulatory Cover?

In 2018 Convertz entered into partnership with the Bullioo Group for managed account providers who were looking for the correct regulatory cover to grow their client base.

Bullioo are able to offer managed account and trading strategy providers with a regulatory framework required to offer this type of financial product to the marketplace.

If you are looking to regulate your managed account offering visit http://bullioo.partners for further details. Convertz continues to support the Bullioo Group by providing their advanced marketing services to all clients of Bullioo