Creating a Managed Accounts re pository Iris created a Managed Accounts data repository to help sales and marketing managers develop deeper insights into the client firms and individual investors they serve. Overview Our c l ient p rovides d i scretio n ar y port f oli o man a gem en t se rvi ces t o ins titu ti o n a l a n d individual clients through its portfolio management services ca lled Ma nag e d Ac cou n ts. The s e serv ices i n c l u de a c c oun t s ervicing, p o rtfo l i o admini s t rat ion, o rder c reat ion an d m a n a g e m e nt, c l i e nt m a n ag em e n t (s u c h as depo s its , w ith draw al a n d tax harvesting), and p e rforma nce mon i toring a n d rep or ting, among othe r

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