Unified Managed Account programs are among the fastest growing in the managed account space.
According to Cerulli Associates, "UMAs are now the platform of choice for the delivery of packaged, managed accounts at a variety of distributors ranging from banks and direct firms to large regional B/Ds and wirehouses."
The Fiserv UMA structure accommodates multiple programs and investment strategies with active and passive investing in a single account. With UMA trading from Fiserv, advisors can seamlessly transition their clients from single to multisleeve investing without repapering accounts. This enables advisors to take a comprehensive approach to their investors' total portfolio.
Download this infographic to learn how Fiserv can configure a unified managed account (UMA) program to support your firm's unique business model.Download