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Model management and trading
The Model management section provides you with direct access to our pre-built model provider catalog for
both Advisor Directed and UMA programs. The Model Management functionality also lets you customize
your client experience by creating your own custom models or refining existing setups. For hands on advisors,
we also provide you with the flexibility to add alternatives at the model or account level.
When it comes to trading, you can access the following options:
• Trade Generation to create and submit single or multiple account trades for your advisor
directed accounts
• Trade Execution to track the request, submission and completion of trades
• Trade History to view, search and analyze past trade operations
• Trade Alerts to provide you with preemptive alerts as you process requests
Model Management
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