THE ENVESTNET UMA JUST GOT BETTER
As a financial advisor, what you seek is a refined approach to delivering a risk appropriate investment solution to your clients. It’s about: control, convenience, and performance. With the Envestnet UMA, you can build customized portfolio models using any of the 27 asset classes supported by our unified platform:
- Choose from more than 1,200 investment products that include separate accounts, mutual funds, and ETFs to fund each asset class in one single convenient account
- One registration and one 1099 form eliminates the need for multiple sets of paperwork
- The flexibility to build and customize your own asset allocations – making them appropriate for multi-million dollar accounts as well as for accounts as low as $150,000
- Managed overlay portfolio models span the risk/reward spectrum from capital preservation to aggressive growth, allowing you to tailor your recommendations according to client risk profiles, needs, and objectives
- Convenient access to institutional-level money managers enhances your portfolio construction capabilities
Envestnet technology keeps it simple
As an advisor, you know how your clients feel about financial risk. They turn to you for assistance in creating a diversified portfolio that allows them to sleep at night while still seeking to keep their return expectations within reach. With the UMA, you can provide customized allocations, expanded investment options, and simplified account maintenance:
- Envestnet handles all trading and rebalancing tasks, so you can focus on serving your clients
- For convenience and efficiency, each model you build can be saved and applied to multiple client accounts
- Other convenient administrative features include coordinated tax harvesting, systematic rebalancing, client account and performance reporting, and single-schedule fee billing
- Step-by-step implementation with online prompts to guide you at each stage simplifies the investment process and ongoing account management
Whether you create your own custom-built portfolio models or access the allocation tools available via the platform to assist you in determining the appropriate allocation approach for your clients, Envestnet streamlines the process from start to finish.
