Tag : unified managed accounts

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Unified Managed Accounts (UMAs) and Their Role in Modern Portfolio Management

Fintech Staff Writer
by Fintech Staff Writer0
Unified Managed Accounts (UMAs) have emerged as a pivotal innovation, revolutionizing the way advisors and investors approach portfolio management. The evolution of UMAs reflects a broader trend towards consolidation, efficiency, and customization in the wealth management industry, meeting the increasing demands for personalized financial solutions. The Origins of Unified Managed......
Altruist to Launch UMA Capabilities, Enhancing Model Marketplace
Fintech News

Altruist to Launch UMA Capabilities, Enhancing Model Marketplace

Fintech News Desk
by Fintech News Desk0
RIA fintech firm adds portfolio construction customization to create best-of-breed portfolios with no fee minimum Altruist, a fintech company on a mission to make financial advice better, more affordable and more accessible to everyone, announced a new feature to portfolio management capabilities – unified managed accounts (UMA). “Introducing UMA capabilities......
SMArtX
Business Fintech News

SMArtX Advisory Solutions Adds More Top Asset Management Names to Managed Accounts Platform as AUM Reaches $8.9 billion

Fintech News Desk
by Fintech News Desk0
Assets Quadruple in 2020 as Capital Research and Management Company, Dana Investment Advisors, Franklin Advisers, Invesco Advisers, and T. Rowe Price Join the Platform to Meet Growing Demand SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform......
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