DWM Financial built the embedded managed account program to allow sophisticated financial service firms the opportunity to install fully-customizable in-house separately managed account platforms under the close, ongoing supervision of our experienced consultants. DWM Financial can electronically interface with client firms’ pre-existing trading and custody systems, provide white labeled, fully branded web tools, marketing material, and client reporting packages, and continue to monitor and maintain customized versions of the DWMF investment manager list. Embedded managed accounts offer virtually complete customizability, fully cohesive client and representative service, and maximum pricing flexibility and competitiveness.