Unified Managed Accounts Made Simple

This short book clearly describes how Unified Managed Account (UMA) and Overlay Portfolio Managed (OPM) systems combine into a multi-benefit Integrated UMA.

Kelly Coughlin and Chris Davis explain exactly how an Integrated UMA works and how it can help banks, advisors, wealth managers and independent trust firms compete for high-net-worth and institutional clients while retaining existing accounts, managing costs and driving profitability.

Also discussed is how an Integrated UMA platform enables banks and trust companies to reap the advantages in technology in the form of increased efficiency and improved client service.