UMA Marketplace® for Investment Managers is an open-architecture, web-based platform with expansive opportunity for product distribution into the independent advisory community. Without the integration and operating costs associated with traditional SMAs, UMA Marketplace® is a low-cost solution for Investment Managers.
Unified Managed Accounts Benefits
|Universal Access||Streamlined, web-based distribution of products for easy advisor access.|
|Diversify Distribution||UMA Marketplace® offers investment managers increased opportunities to participate in different advisor sales channels.|
|Technology Efficiency||Robust Investment Manager Workstation for flexibility in implementing within a UMA or traditional account, as well as global implementation for all portfolio management decisions.|
|Advisor Education and
|Managers may leverage the advisor education and distribution capabilities available through UMA Marketplace®. Envestnet|Placemark handles the servicing of the account, freeing you up to focus on asset management and distribution.|
|Data Feedback||Continued control over your fees and advisor access. Access to data on asset flows, fees, and other critical measures to your business.|
|Cost Reduction||Participation in UMA Marketplace® entails virtually no start-up costs and is a very inexpensive way to gain incremental distribution on existing successful investment products. Participation in model-based overlay management via Envestnet|Placemark's overlay management process results in significantly reduced operational costs.|
|Inexpensive Launch of New Products||Time to market and costs of developing and launching a new investment discipline are significantly lowered compared to traditional separately managed accounts.|
To learn more about building a relationship with Envestnet|Placemark and greater distribution opportunities in UMA Marketplace®, contact email@example.com.