Envestnet UMAs: Personlization at Scale
Unified Managed Accounts (UMAs) are one of the fastest-growing segments of managed investment solutions1, and it’s easy to see why. By integrating multiple Separately Managed Accounts (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 overlays, index replication, tax loss harvesting, and restrictions to help drive efficiency and business growth. Watch our video to learn more.