Unified Managed Accounts
Maximize the Power of Unified Managed Accounts
InvestEdge’s UMA solution doesn’t just unify accounts. It creates a single process for managing a client’s assets and expanding client relationships. Money managers glean unparalleled views into a client’s entire spectrum of holdings while integrating with InvestEdge’s industry-leading, comprehensive solution set.
Unified Efficiency
Oversight and Control
- Manage positions at product level to gain a perspective unmatched by typical sleeve-divided accounts
- Maintain full control of approved universe of available investments
- Assign classifications to products based on your criteria
Consistency and scalability
- Implement your investment management decisions consistently across all of your accounts
- Commingle all investment product types, as well as non-discretionary assets into a single account
- Simplify cash management with a single account
Fully Integrated
- Measure, monitor and report performance at the client level, manager level, and by asset classification
- Unify data from multiple accounting and custody systems into a single site
InvestEdge’s uniquely powerful unified managed accounts (UMA) provide investment firms with more flexibility, efficiency and control to accommodate the intricate needs of high-net-worth investors. The InvestEdge UMA is based on a truly vehicle-agnostic investment approach. Investment vehicles are organized within a single account, regardless of manger, strategy or asset class while the firm maintains full control of the pool of approved investment products. The solution helps firms deliver investment products that can be implemented across large numbers of accounts and multiple business lines.
The end result is a repeatable, scalable and truly customizable investment solution for all of your clients.
UMA combines various investing strategies (products) under one custodial book of record...
- More cost effective for clients than replicating book of records
- UMA product sub-accounting with cash management
- Intelligent and targeted rebalancing and modeling
- Industry leading “above and below the line” solution
- Integration across all InvestEdge applications
- Easily toggle between holdings/product on all portfolio management screens
