The Next Generation UMA

As a fully-integrated accounting and trading engine, Vestmark’s Tailored Advisory Portfolios® enable your firm to offer next-generation Unified Managed Account (UMA) capabilities, empowering advisors with time savings and powerful tools to offer personalization to their clients, such as ESG screens, position restrictions, isolating legacy positions, automating cash management, and deploying sophisticated tax management, all while freeing up time for advisors to focus on their clients and on growing their business.