Read Unified Managed Accounts Made Simple

Unified Managed Accounts Made Simple

Unknown Author

4.9/5 (18285 ratings)

Description: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.We have made it easy for you to find a PDF Ebooks without any digging. And by having access to our ebooks online or by storing it on your computer, you have convenient answers with Unified Managed Accounts Made Simple. To get started finding Unified Managed Accounts Made Simple, you are right to find our website which has a comprehensive collection of manuals listed.
Our library is the biggest of these that have literally hundreds of thousands of different products represented.

Pages: —

Format: PDF, EPUB & Kindle Edition

Publisher: —

Release: —

ISBN

Description: 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.We have made it easy for you to find a PDF Ebooks without any digging. And by having access to our ebooks online or by storing it on your computer, you have convenient answers with Unified Managed Accounts Made Simple. To get started finding Unified Managed Accounts Made Simple, you are right to find our website which has a comprehensive collection of manuals listed.
Our library is the biggest of these that have literally hundreds of thousands of different products represented.

Special Offer | $0.00

Special Offer! | $0.00

Unified Managed Accounts Made Simple

Unified Managed Accounts Made Simple

More Books