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The next generation platform where you can completely configure your UMA program. It lets your firm deliver household level tax management, meet the growing client demand for personalized investments, and expand your the practice into new valuable client segments.

The only UMA offering where these four capabilities come together:

Householding

Supports the implementation of a UMA-style strategy across more than one custodial account.

  • Goal-oriented, multi-account UMA 
  • Completion portfolios
  • Asset location
  • Household wash sale management
  • Household billing
  • Performance reporting

Enterprise-level Tax Overlay

Provides industry-leading systematic tax overlay technology that considers the tax impact of all rebalancing and trading decisions.

  • Sophisticated tax optimization 
  • Tax budgeting
  • Asset location
  • Household wash sale management 
  • Tax-Aware Portfolio Transitions
  • Reports to show tax savings impact

UMA Program Design

Enables firms to configure every aspect of their UMA program(s) to meet business and segmention needs.

  • Portfolio construction using a variety of asset classes, models, investment vehicles including alts and fixed income 
  • Configured discretion: Advisor-managed sleeves, custom models, personalizations
  • Tax overlay with transition management 
  • Sleeve-level rules for cash, trading, rebalancing and more

Personalized Portfolios at Scale

Automates the end-to-end delivery of personalized portfolios and customizations at scale.

  • Investment Policy Statement (IPS) guidelines
  • Strategy selection
  • Strategy personalizations 
  • Transition planning
  • Liquidity requirements
  • Client tax profile
  • Direct Index with fractional share support

A modern UMA offering that can grow with you

Future proof your managed account programs

  • Unified Managed Household

  • Multi-asset class support

  • Multiple rebalancing methods

  • Custom models

  • Multi custodial support

  • Program consolidation

Improve margin, operational efficiency, and scalability

  • Exception-based workflows

  • Role-based division of labor

  • Automated bulk trading across sleeves

  • Automated personalization and oversight

  • Tech-driven middle office daily operations

Get all the core UMA features you expect

  • Order Management System

  • Fee Billing

  • Performance Reporting

  • Model Manager Portal

  • Centralized Compliance Oversight

  • Portfolio Personalizations

  • Tax management with transitions

Resource Library

Blog: Expanded Tax-Aware Rebalancing Capabilities

Article: MyVest Announces Tax-aware Portfolio Transition Upgrades

Article: MyVest CEO talks UMA platform upgrades and industry trends

Article: 5 Ways Technology Powers Holistic Wealth Management

Do you have more questions? Would you like to schedule a demo?