Issue link: https://resources.envestnet.com/i/1536365
2 FOR INVESTMENT PROFESSIONAL USE ONLY. NOT FOR USE WITH THE INVESTING PUBLIC. How do we customize? Unified Managed Accounts allow advisors to offer diversified, tax-aware, multi-asset portfolios in a single account whose contents are designed to help meet your client's specific investment needs. Portfolio Management Efficiencies UMA models can be applied to multiple client accounts. This makes it easy to implement portfolio adjustments, such as asset allocation or manager changes, to all accounts associated with a single model. Overlay Services is a discretionary, holistic service that enables advisors and investors to address needs around tax management or values alignment screening or both. Overlay is useful to clients who have significant exposure to equity SMA sleeves. This service is able to minimize the affect these client-specific customization requirements have on their investment portfolios. Source 1: Dimensional 2017 | Global Investor Insights. Source 2: Investment New 2016 | Advisers who outsource investment management make more money than those that don't. Goal Minimize short-term capital gains while sticking to the investment manager's strategy. How It works Advisor and client set a tax budget for the portfolio. Risk-based process models the tax impacts of all trades specific to the client's individual situation and evaluates all options. Provides continuous, automated tax management. Goal Align the investor's values with the investment manager's strategy. How It works Advisor and client review exposures of the model portfolio and decide which they want to exclude. Envestnet | PMC builds the client's portfolio using a risk-based process that implements the requested changes while following the manager's model and minimizing tracking error. All changes to the investment manager's model will go through this process to remain true to investor's priorities. Tax Overlay Values Overlay Want to learn more? Contact your regional Investment Specialist or you Regional Advisory Sales Representative. Also, you can send us an email with any questions at advisorsaleswealthconsulting@envestnet.com. 20250528-4529460 █████████████████ Ì200008SVEcÎ