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Article: InvestEdge Equips Advisors to More Accurately Measure and Report on SMAs and UMAs.
- Article from:
- PR Newswire
- Article date:
- November 4, 2008
CopyrightCOPYRIGHT 2008 PR Newswire Association LLC. This material is published under license from the publisher through the Gale Group, Farmington Hills, Michigan. All inquiries regarding rights should be directed to the Gale Group. (Hide copyright information)
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Latest Enhancements Help Firms with Multi-manager Analysis and Reporting
PHILADELPHIA, Nov. 4 /PRNewswire/ -- InvestEdge, Inc., a rapidly growing provider of wealth management solutions to large HNW and UHNW investment firms, has made it easier for advisors to ensure that separately managed accounts (SMAs) and unified managed accounts (UMAs) meet their objectives.
The company's latest enhancements to its web based portfolio management and performance reporting platform enable advisors to properly classify SMAs and UMAs in direct alignment with the target asset allocation of clients. An SMA or UMA sleeve can now be unitized and reported as a single ...