Wealth management firms still face challenges in selecting and implementing a UMA solution that creates clarity for the client and scalable efficiency for the firm. Finding tools that strike the right balance between these goals is easier said than done, and many UMA solutions come up short.
A new breed of UMAs offers more flexibility to clients while delivering operational efficiencies, control and oversight to advisors and firms.
Download this ebook to learn more about:
- Balancing standardization and customization
- Integrating with existing systems
- Achieving cost-effective compliance