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ADVISORport has the breadth of program functionality to support your firm's specific UMA preferences. ADVISORport's innovative and flexible UMA program includes:
- Option to retain or outsource investment vehicle due diligence
- Multiple investment vehicles, one account registration
- Active overlay technology
- Open-architecture portfolio design/flexible models
- Private label customization options
- Non-traditional investment styles
- One account application, one quarterly performance report, one annual 1099
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- UMA Features
- Active Overlay Technology
- Benefits
ADVISORport offers a highly experienced research team that provides independent analysis and a universe of select investment options. Also, we formulate sophisticated asset allocation models and deliver general market research/commentary. Working in coordination with your firm, we will build a customized, private-labeled program to support your needs.
If you already employ your own Investment Research team, ADVISORport can integrate your team’s investment process and models into our operational process. ADVISORport will install your proprietary asset allocation models, risk questionnaire and investment policy statement. Working in coordination with your firm, we will build a customized, private-labeled program to support your needs.
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A diverse selection of asset allocation models using domestic, global or balanced strategies |
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Asset allocation: Percentages within asset classes/styles may be adjusted to meet advisor's or investor's preferences |
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Flexibility to choose from a selection of pre-screened money manager models, mutual funds and ETFs within each investment sleeve |
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Active overlay technology, provides:
Investor tax optimization
Account customization for each investor
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Balances the investment decisions and trades of individual managers with the investment needs of clients (such as rebalancing, restrictions, cash management and optional tax management). |
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Offers active tax management to avoid short term gains by matching gains and losses, harvesting losses when necessary and deferring short term gain realization where appropriate, while balancing the risk and performance impact of all tax management decisions. |
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Fully integrated managed account program |
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Create a fully private labeled solution |
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Eliminate product silos |
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Proprietary web-based platform |
Advisor |
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Ability to offer a customized, sophisticated investment solution at lower account minimums |
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Automated and customized online proposal generation system |
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More time to focus on asset gathering and client service/retention
Outsource account administration
Sophisticated tax management services |
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Access to ADVISORport's proprietary Due Diligence Process and investment product oversight |
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Predictable, recurring revenue business model |
Investor |
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Customized advice-driven service model |
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Personal portfolio tax liability management |
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Diversification across asset classes and investment styles |
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Automatic account rebalancing |
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Reduced paperwork - one contract, one quarterly performance report and one annual 1099 |
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Investment due diligence performed by experienced research team |
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