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Technology > Investment Platforms

UMA integration within the broker/dealer - In their own words

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“We’ve been working on a unified managed account platform to better serve our advisors who manage assets on fee-based platforms. Our UMA platform will provide advisors with multiple investments choices for their clients and still provide a single client statement. We recognize that advanced asset handling, flexibility in fee processing, and enhanced trading utilities are important to our advisors who are growing their fee-based business. We continue to enhance our technology features and capabilities in partnership with our advisors. This investment will continue to help our advisors meet the sophisticated needs of their clients.”