Unified Managed Accounts Data Services

Unified Managed Accounts Data Services (“UMADS”) are available to any advisor or other institution involved in the UMA world who want UMA centric data aggregated, normalized and integrated with applications such as CRM, Portfolio Accounting, Composite Management, General Ledger, Billing or other systems. WealthTechs will establish data feeds from UMA sponsors and work with you to capture and integrated the data to avoid manual data collection and tedious data normalizing and integration.