Tegra118 and Celent discuss emerging trends in Unified Managed Accounts

Leveraging the Unified Managed Account as a Catalyst for Growth.

In this webinar, Will Trout, Analyst and Head of Wealth Management, Celent and Rich Keltner, CFA and Director, Product Management of Tegra118 explore the market forces fueling UMA growth and how technology is playing a leading role in UMA adoption.

Perspective - June 5, 2020

Tegra118's Financial Planning Solutions Helps Broker-Dealers With Reg BI

Five Ways Tegra118’s Financial Planning Solution Helps Broker-Dealers Achieve Regulation Best Interest Compliance Obligations 

Perspective - June 19, 2020

A Conversation with Cheryl Nash, Suzanne Siracuse and Joe Nadreau

Listen in on this webinar with prominent industry leaders.