Unified Managed Account - Celent and Tegra118 Discuss Emerging Trends
Unified Managed Accounts Emerging Trends – how do we leverage them as a catalyst for growth?
For certain investors, a unified managed account (UMA) could help streamline investment management. It is professionally managed, and can hold a variety of different investments. This option is preferred if an investor has substantial assets and a high net worth overall. Tune in to the video featuring Will Trout, Celent and Richard Keltner, Tegra118 to learn more about emerging trends with UMA and how to effectively boost business growth, operational efficiency and streamline workflows in your wealth management firm.
You will learn:
- What is a UMA?
- Converging trends fuelling UMA growth
- The benefits and best practices of UMA
- Use cases in UMA technology and how the appropriate infrastructure and implementations can boost operational efficiency for wealth managers
- Where is UMA headed?
Learn more about the Seven Best Practices of Unified Managed Accounts on here.
Download our Unified Managed Account (UMA) Fact Sheet to learn more about the solution that provides a unified and consistent user experience to enable advisors to take a comprehensive approach towards their clients’ portfolios and delivery value beyond expectations.
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