WealthTech leader Envestnet has launched a suite of unified managed accounts for advisors working with high-net-worth and ultra-high-net-worth clients.
The Strategist UMAs program collects offerings from six top asset managers on the Envestnet platform and can be easily implemented into an advisor’s business and will offer end investors a diverse range of portfolios for various risk tolerances wrapped in PMC’s exclusive portfolio-overlay technology for incorporating tax management and impact investing preferences.
“Envestnet’s vision is to provide advisors a full range of wealth management solutions integrated within a unified advice platform,” said Jim Patrick, group president at Envestnet. “We are committed to making these solutions as simple to access as possible, through products such as Strategist UMAs, to empower advisors to help their clients achieve their goals.”
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