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Access Envestnet's unified
managed account solution
We've made it easier for RIAs to access UMA
technology through an integration with the
Envestnet | Tamarac platform
One of the fastest-growing segments of managed
investment solutions is the Unified Managed
Account (UMA).
UMAs help advisors deliver client-centric
investment strategies with greater precision and
efficiency. By enabling the integration of multiple
SMAs, mutual funds, ETFs, and individual securities
into a single brokerage account, UMA technology
makes it possible to coordinate client-specific
strategies, such as tax and impact, overlay, loss
harvesting, and restrictions, with a high degree of
operational efficiency and scale.
