Multisleeve: A single Unified Managed Account (UMA) structure supports SMA, MFA, ETF, RPM, and RPA strategies alongside individual securities on the same platform, with sleeve-level portfolio accounting regardless of the number of sleeves.
Overlay Management: Facilitates all types of relationships with 3rd party managers for model delivery, hybrid, passive strategies. Supports packaged and custom allocations and enables firms to maintain multiple programs on a single platform.
Rebalancing: Rebalance automatically on anniversary dates or rebalance ad-hoc as a result of portfolio drift. Sleeve managers have access to sleeve-level rebalancing tools.
Rep-Directed Sleeves: Supports rep in UMA, RPM/RPA and rep as overlay manager.
Reporting: Run reports of true sleeve level performance, all built on an industry-leading sleeve-level portfolio accounting system.
Tax Sensitivity: Apply rules-based tax filters to trading tools, including automated tax lot swapping among sleeves, short-term gain deferral and gain/loss harvesting.
Trading Tools: Trade total accounts and individual sleeve levels simultaneously with model and non-model, multiple accounts with multiple models and single sleeve and multisleeve UMAs.