UMA Framework
Dana D’Auria, highlights the shift from basic portfolio tools to scalable, outsourced solutions—balancing advisor autonomy with home office oversight for evolving portfolio needs
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Strategist UMA
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Taking Full Advantage of UMAs
How advisors can unlock deeper value by exploring available configurations and working closely with sales consultants and service teams.
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Personalization at Scale
Take a deeper dive with Dana D’Auria, Co-CIO, and explore how UMA blends outsourced management with flexible model construction, tax overlay, and home office oversight through automated guardrails.
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Unlocking Personalization at Scale to Better Help Serve Clients Today and Tomorrow
Envestnet’s concept of the Intelligent Financial Life™ represents a shift in the way we approach financial management.
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