Issue link: https://resources.envestnet.com/i/1527518
1 FOR INVESTMENT PROFESSIONAL USE ONLY. NOT FOR USE WITH THE INVESTING PUBLIC. Empower your practice with Unified Managed Accounts Centralized SMA / UMA administration through Envestnet Tamarac RIAs Can 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. Highlights • Provides access to one of the largest managed account platforms in terms of advisors served and breadth of manager product access and availability. • Features an expansive array of over 1,700 third-party SMAs integrated with UMA administration. • Helps you deliver cost-effective, customizable investment solutions. • Includes access to Envestnet PMC research, due diligence, thought leadership, and more. • Integrates Tax and Overlay services. Client motivations and expectations have changed Today's top RIAs are evolving the products and services they offer to deliver more personalized portfolios that are tailored to their clients' unique needs and preferences. The solution Unified Managed Accounts 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. The challenge Customizing portfolios at scale As clients have taken a greater interest in goal-based and values-based investing, advisors are searching for tools that can help them develop investment strategies that directly address individual client interests, and with greater efficiency.