What we have done here is really created the next generation in asset allocation, unified managed account
and model portfolio overlay.
The E*TRADE Unified Managed Account
Program ("UMA") is a co-sponsored discretionary WRAP product offered by E*TRADE Capital Management, LLC ("ETCM") and Lockwood Advisors, Inc.
Bank's non-brokerage Unified Managed Account
(UMA) program since 2007, was selected due to that program's success and the desire to extend Smartleaf's efficiency, tax management and client customization features.
a leading developer of unified managed accounts
(UMA) programs, in October, which positioned Envestnet as one of the top five UMA program providers.
The American bank would provide services in support of MPA's unified managed accounts
(UMA), multi-strategy portfolios (MSP) and separately managed accounts (SMA) business.
Envestnet allows these ETF strategists to market their portfolios to advisors through unified managed accounts
and other products.
Citi's OpenSMA platform provides us with several unique features that allow us to accommodate the increasing scale of our business - automated trade order management, step-out processing, Multi-Style Portfolios (MSP) and Unified Managed Accounts
(UMA) capability, fixed income automation and especially seamless connectivity to all our sponsor firms.