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

Download

Terms and Conditions

close

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