UMA Trading on Unified Wealth Platform
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
- Country
- United States
- Solution
- Wealth Management Solutions
- Industry
- Investment Services
- Published
- May 2018
Have a question for us?
For more information on UMA Trading on Unified Wealth Platform and other Fiserv solutions, call us at 800-872-7882 or contact us.
Contact Us
