Skip to the main content.

INSIGHTS

SS&C Blog

Our thought leadership on financial & health technology solutions. Read the latest on industry trends, newest product features, and how to optimize your workflows for results.

Subscribe to our newsletter
BLOGS. March 21, 2021

Unified Managed Accounts Can Propel Wealth Manager Success

Wealth managers use a unified managed account (UMA) structure to manage multiple investment sleeves within a single account master. Each sleeve is managed independently from one another, so within a single master, an investor can hold separately managed account (SMA) mandates, advisor-managed funds, Fund of Funds, ETF baskets, sub-advised mandates, self-managed assets and more. From the investor’s perspective, a UMA provides them with a holistic view of their investment portfolio across multiple investment mandates or investment types. For wealth managers, UMA enables them to map all of the investor sleeves to a single custodian account, saving operational cost and maintenance time, while positioning them to address several notable challenges.


Read more

Older articles