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Podcast: Unified Managed Accounts with Compliance Oversight

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By: InvestEdge | Apr 02, 2019 | Podcasts, Unified Managed Accounts (UMA)
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Chris Ollendike, EVP and Director of Sales explains what’s different about InvestEdge’s UMA solution and some of the efficiencies it provides at the 2019 ABA Wealth Management and Trust Conference.

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