Harnessing the latest technology to streamline your business
Pulling It All Together
Our comprehensive technology solutions allow us to bundle our investment process and solutions into a single account. Imagine taking all your client’s investments, packaging them together on one platform and providing a simplified view to your clients.
We provide a consolidated back-office platform to streamline workflow and remove technology constraints from your practice. We offer the latest tools and advances in two critical areas: Unified Management Account (UMA) and household aggregated reporting technology.
UMA 2.0 Technology – Control, Simplicity and Operational Efficiency
Our technology platform puts you at the leading edge with the latest advances in UMA technology. With our UMA version 2.0 solution, you can:
- Combine investment strategies across our mandates in one account
- Manage risk-based models efficiently at the practice level, rather than the client level
- Rebalance, reallocate, hire/fire managers at the client level or for your entire book of business.
- Segmented reporting at mandate-level to set proper client expectations
- Wrap it together in one account, one 1099, and one set of paperwork.