Investment Technology Blog

Many traditional UMAs fall down when it comes to creating clarity for clients and scalable efficiencies for advisory businesses. And advisors know that striking the right balance between these two goals is easier said than done. In our latest eBook we are introducing a new breed of UMA which offers more flexibility to clients while delivering operational efficiencies, control and oversight to advisors and firms. Where other UMA solutions fall  down, InvestEdge's UMA stands up.

Reliable performance calculation results, translated into easy-to-understand reports are a requirement for today's wealth managers. The presentation must be provided accurately and in a timely manner, representing the performance of your client's investments.