michael.pendergrass
Acronym
Envestnet | Tamarac
Product ID
Unified-Managed-Account-Solution
Description

SMA & UMA management through Envestnet’s managed account platform.

Images
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UMA_1
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Features

SMA & UMA management through Envestnet’s managed account platform:

  • Consolidated management of UMAs and SMAs
  • Automated proposal generation, research, & analysis tools
  • One platform for operational efficiency & lower manager cost
Vendors
Envestnet | Tamarac
Management Style
Discount - No
Schwab Products
SIT Provider
Section
Other
Practice Management
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