Why the Future Belongs to Unified Managed Accounts
Explore the reasons for the emergence and growing dominance of UMAs, why they make sense for advisors looking to grow their practice and elevate the client experience they deliver, and how the UMA program at American Portfolios has been enhanced to become an industry-leading offering.
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Why the Future Belongs to Unified Managed Accounts
The Nine Key Benefits of the UMA Platform
While not known for his wealth management genius, Leonardo da Vinci perhaps said it best by declaring, “Simplicity is the ultimate sophistication.” In an increasingly complex world, consumers
reward those who can deliver life’s complexities in a simple and understandable way. The UMA goes further, offering nine unique benefits that make it such a compelling investment platform.
Analyzing a UMA Platform Provider
The number and quality of available UMA platform providers has grown in concert with the increasing market demand for the product. Choosing a UMA provider with which to work is an
important decision that should only be arrived at after careful consideration of a number of critical factors
In this white paper, Why the Future Belongs to Unified Managed Accounts, explores the reasons for the emergence and growing dominance of UMAs, why they make sense for advisors looking to grow their practice and elevate the client experience they deliver, and how the UMA program at American Portfolios has been enhanced to become an industry-leading offering.
