Issue link: https://resources.envestnet.com/i/1536365
1 Strategist UMA The complete, customizable solution for your high net worth clients Top asset managers access Clients are receiving professional asset allocation and manager-thinking from some of the leading asset managers in the world. All bring a unique set of strategies and competencies to the table. To find out what managers you have access to, you can easily head to the Envestnet Platform and follow the steps below, or reach out to the Investment Specialist Team by emailing advisorsaleswealthconsulting@envestnet.com. What is it? Strategist UMAs allow advisors to offer their high net worth clients customizable solutions from some of the industry's leading asset managers. Similar to a fund strategist portfolio, these models allow you to outsource the asset allocation and investment product selection of your portfolios but take it a step further to offer separate account equity sleeves, bond sleeves that allow for individual fixed income securities and the ability to equip the strategy with a tax and/or values overlay. Potential Benefits of outsourcing Advisors roles have shifted from being a broker to being a wealth manager that can provide comprehensive planning and holistic advice. Outsourcing your client investments to an industry-leading asset manager provides several possible benefits to you and your clients, including: • Frees up time so you can to focus on other client needs. ŋ Advisors spend approximately 40% of their yearly work hours on investment management 1 . • Allows you to position yourself as a holistic wealth manager and improve your value proposition. ŋ Focus on core value, increasing face time with clients, building comprehensive plans and outsourcing to skilled money managers. • You can also leverage various resources to help grow your business. ŋ 500+ sales professionals to work with advisors to find the right strategy for clients. ŋ Quarterly updates showing performance and positioning to clients. ŋ 20 traders executing trades in your models as directed by the investment managers. The difference 2 Outsourcers on average, add an additional $14.5M to their assets annually, twice the amount of other advisor sent managers. Step 1 Navigate to the Research tab. Step 2 Under All Investments select the Search Filters option. Step 3 Clear any current filters and then click the Category dropdown. Under Product Type select either Strategist UMA or Multi-Manager-Account. Step 4 Select Apply and you will see the products and leading asset managers you have available to you under the Strategist UMA program. Outsourcers on average, add 14 new clients each year, compared to just 4 for other advisors On average, client- focused advisors' revenue increased by $1.9M compared to the $815,902 for investment managers FOR INVESTMENT PROFESSIONAL USE ONLY. NOT FOR USE WITH THE INVESTING PUBLIC. 20250528-4529460 █████████████████ Ì200008SVDZÎ