A platform for managing various investment vehicles, including interval funds, within a single account structure.
~$108,000/yr est.
Real-time
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Get an instant price estimate based on your organization profile — seats, usage rights, and contract term.Estimated ~$108,000/yr est.
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Tech stack tool for portfolio construction and SMA/UMA ...
I've had experience with Envestnet and AssetMark. Of the two, I really like Envestnets availability of investments, portfolio construction/ ...
Envestnet Adds Interval Funds to UMA Platform
Berwyn, Pa.-based wealthtech firm Envestnet announced an initial series of interval funds is now available within its Unified Managed Account ...
Envestnet launches UMA platform for mutual funds
Envestnet is upgrading its unified managed account (UMA) platform to support direct-indexing strategies from third-party asset managers.
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Envestnet Unified Managed Account (UMA) Platform is an alternative data product offered by Envestnet, available on discovery. Data is updated real-time. API access is available for programmatic integration. Vedex estimates pricing at roughly $108,000/yr (an estimate, not a vendor-published price).
A platform for managing various investment vehicles, including interval funds, within a single account structure.