The UAIM Program utilizes the best in class overlay portfolio management systems (OPM) from Adhesion Wealth Advisory Solutions and Envestnet. These platforms offer manager due diligence, assistance in evaluating separate account managers, providing access to a range of strategists and investment disciplines. The UAIM Program allows advisors to choose from an array of management platforms including Advisor as Portfolio Manager, SMA programs, Mutual Fund and ETF Strategist Programs and UMA.
Mutual Fund and ETF Strategist Program
The Mutual Fund and ETF Strategist Program, in association with the technology provided by Envestnet, provides access to Strategists and Model Portfolios. Features in this program include professional money management, trade signals, performance reporting, and associated services and support (such as trading, reconciliation, fee calculation, etc.).
Advisor as Portfolio Manager Program
Advisor as Portfolio Manager Program (also referred to as “Rep as Portfolio Manager” or “Rep as PM”) provides advisors with modeling and diagnostic tools to enable them to manage portfolio model portfolios for their clients. This Program includes Performance Reporting and an on-line, web-based proposal generator and IPS which includes a Risk Tolerance Questionnaire, Investment Policy Statement and recommended Asset Allocation. Other tools include rebalancing, drift tolerance controls, and system-generated alerts related to style drift and ability to tax harvest.
Separately Managed Accounts Program
This traditional Separately Managed Account Program utilizes Envestnet’s manager due diligence and assistance in evaluating and providing access to a range of managers and investment disciplines. The SMA Program includes professional money management, manager due diligence, performance reporting, tax loss and sensitivity overlays, and associated services and support (such as trading, reconciliation, fee calculation, etc.).
Create model portfolios, trade, tax harvest and rebalance.