UMA

Deploy a Successful UMA Program Quickly and Easily.

As a wealth management firm, your ability to deploy a successful unified managed account (UMA) program is critical to attracting and retaining the best clients and the best investment advisors.

At FDx Advisors, we believe that a UMA program should encompass five things:

  • Top-tier investment options and flexible asset allocation
  • Access to a broad selection of pre-screened money managers
  • Modern technology to optimize advisor productivity and minimize program administration
  • Governance to ensure the UMA program and associated managers are delivering to expectations
  • Flexibility to incorporate your own unique value proposition

Basic features of the FDx Advisors UMA program include:

  • Access to multiple asset allocations
  • Prescreened investment products that include separate accounts, mutual funds, and ETFs to fund each asset class in a single convenient account
  • Streamlined registration paperwork
  • Flexibility to customize asset allocations for accounts from $50K and up

Differentiating features of the FDx Advisors UMA program include:

  • The ability to select from a broad range of UMA program capabilities
  • Optional overlay management
  • Two-way due diligence of money managers and model performance
  • Active governance to ensure your UMA program is delivering to expectations and that information from money managers is timely and accurate
  • Active monitoring and resolution of errors
  • The ability to configure your UMA programs to meet the unique needs of your firm
  • Turnkey solutions to get you up and running quickly

The FDx Advisors unified managed account program enables rapid deployment, immediate advisor access and low overhead – so that your wealth management firm and your investment advisors can focus their time and resources on improving client service and growing the business.

Contact FDx Advisors today to get started with your UMA program.