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What is a UMA?

By Adhesion Wealth, A Vestmark Company

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As an advisor in today's world, you're tasked with providing investment management and client management. But where do you find the time to do both? That's where the power of the UMA comes in. It can help alleviate the time-sensitive burden of managing portfolios, so you have more time to spend on building client relationships. A UMA helps you provide clients with multiple products, models, and managers – all in a single account.

By Adhesion Wealth, A Vestmark Company