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Performance Measurement
Revolutionized UMAs: Integrating with Existing Systems
By: InvestEdge | Feb 04, 2019 | Unified Managed Accounts (UMA)
Solve integration challenges with better design and better data. Learn how from the second video of our three-part series "Maximizing the Power of UMAs."
Read MoreRevolutionized UMAs: Balancing Standardization and Customization
By: InvestEdge | Jan 07, 2019 | Unified Managed Accounts (UMA)
Find out how to strike the right balance between client wants and industry needs. Watch the first or our three-part video series "Maximizing the Power of UMAs."
Read MoreAll UMA Solutions Are Not Created Equal.
By: InvestEdge | Oct 23, 2018 | Unified Managed Accounts (UMA)
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.
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Make Performance Easy.
By: InvestEdge | May 08, 2018 | Performance Measurement
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.
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