UMA Trading on Unified Wealth Platform Brochure

Unified managed account (UMA) trading from Fiserv facilitates a seamless transition from single to multisleeve programs and enables advisors to take a comprehensive approach to their investors' total portfolios.

The Fiserv unique UMA structure accommodates multiple programs and strategies in a single account. This means your clients experience a seamless transition when moving from single to multisleeve investing.

Key benefits include:

Unifying the user experience
Integrating the middle office
Supporting advisor efficiency
Scaling trading efficiencies
Reducing total cost of ownership

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For more information on UMA Trading on Unified Wealth Platform and other Fiserv solutions, call us at 800-872-7882 or contact us.