Unified managed account

Global View Capital Advisors Selects OneVest as its Wealth Management Platform Partner

Retrieved on: 
Thursday, April 4, 2024
Personal Finance, Data Analytics, Finance, Asset Management, Consulting, Banking, Professional Services, Fintech, Growth, Unified managed account, Partnership, Insurance, Lubabegron, UMA, Register, Financial services

Global View Capital Advisors, a leading diversified financial services firm with offices in Canada and the U.S., proudly announces its partnership with OneVest as its chosen wealth management platform for Canadian advisors.

Key Points: 
  • Global View Capital Advisors, a leading diversified financial services firm with offices in Canada and the U.S., proudly announces its partnership with OneVest as its chosen wealth management platform for Canadian advisors.
  • "We are thrilled to announce our partnership with OneVest as our chosen wealth management platform in Canada," said Jeff Woolley, President at Global View Capital.
  • For more information, please visit onevest.com
    Global View Capital Advisors and Experior Financial are partners of One Wealth Technologies Inc. and OneVest Management Inc. (“OneVest”).
  • OneVest, through its Registrant, offers wealth management products and services to Global View and Experior customers, who are introduced to OneVest.

AlphaTrAI Names Seasoned FinTech Business Executive John F. Sweeney as President

Retrieved on: 
Thursday, April 4, 2024
Momentum, Automation, Exchange-traded fund, Unified managed account, Labour, Provenance, ETF, Fintech, Blockchain, SAN, Artificial intelligence, SMA, Entrepreneurship, AI, Osprey, Non-fungible token, MMI, Fidelity Investments, Investment, UMA, Cryptocurrency

SAN DIEGO, April 4, 2024 /PRNewswire/ -- AlphaTrAI, a technology consulting and service provider for the wealth and asset management industry, delivering results through the application of artificial intelligence and applied technologies, today announced the appointment of financial services executive, accomplished entrepreneur and FinTech innovator John Sweeney as its new president. Mr. Sweeney will use his over three decades of leadership experience, deep industry expertise and technological capabilities to lead the firm in implementing its strategic vision to drive automation and efficiency into the wealth and asset management industries. He will report directly to industry veteran and AlphaTrAI CEO and Chairman Bill Dwyer.

Key Points: 
  • John's a business builder who not only stays ahead of the curve but who can see around corners to maximize outcomes."
  • Before joining Osprey, he was Head of Wealth and Asset Management at Figure Technologies, a FinTech unicorn building Business to Consumer (B2C) financial products on top of a Business to Business (B2B) blockchain called Provenance.
  • "I've been watching Bill and his team at AlphaTrAI do extraordinary things at the intersection of AI and portfolio construction.
  • Mr. Sweeney spent over 19 years at Fidelity Investments as an Executive Vice President and head of several areas, including the managed accounts business, trust bank, retirement planning and portfolio construction tools and mutual fund product management.

SEI Enhances SMA and UMA Solutions Offered Through Managed Accounts Program

Retrieved on: 
Tuesday, April 2, 2024
You, Tax, Spinal muscular atrophies, Growth, Unified managed account, Adviser, Risk, SMA, Traction, UMA, ETF, Financial adviser

OAKS, Pa., April 2, 2024 /PRNewswire/ -- SEI® (NASDAQ:SEIC) today announced a range of enhancements to its Separately Managed Account (SMA) and Unified Managed Account (UMA) solutions offered through the Managed Account Solutions program1, including the launch of additional internally-managed and third-party investment options, reduced costs, and technology updates that bolster tax optimization. These enhancements are designed to help advisors better serve mass-affluent, high-net-worth, and ultra-high-net-worth investors.

Key Points: 
  • New SEI-Managed and Third-Party Investment Options, Cost Reductions, and Improved Tax-Optimization Technology Elevates Experience for Advisors and Investors
    OAKS, Pa., April 2, 2024 /PRNewswire/ -- SEI ® (NASDAQ:SEIC) today announced a range of enhancements to its Separately Managed Account (SMA) and Unified Managed Account (UMA) solutions offered through the Managed Account Solutions program1, including the launch of additional internally-managed and third-party investment options, reduced costs, and technology updates that bolster tax optimization.
  • SMAs and UMAs are gaining traction for their ability to offer customized investment solutions while optimizing tax efficiency.
  • "SEI has been at the forefront of this trend, offering UMAs for nearly 20 years.
  • 1SEI's implementation vehicles include mutual funds, ETFs, and SMAs offered through SEI Mutual Fund Strategies and Managed Account Solutions.

Orion Expands Advisor Access to Fixed Income SMAs on the Orion Portfolio Solutions Platform

Retrieved on: 
Monday, November 6, 2023
Finance, Consulting, Accounting, Professional Services, Fintech, OPS, UMA, Balanced line, Unified managed account, Fixed income, Spinal muscular atrophies, Registered investment adviser, Key, Financial adviser

Orion Advisor Solutions , the premier provider of transformative wealthtech solutions for fiduciary advisors, has again strengthened its investment solutions offering by bringing its own lineup of Fixed Income separately managed accounts (SMAs) to the Orion Portfolio Solutions (OPS) platform.

Key Points: 
  • Orion Advisor Solutions , the premier provider of transformative wealthtech solutions for fiduciary advisors, has again strengthened its investment solutions offering by bringing its own lineup of Fixed Income separately managed accounts (SMAs) to the Orion Portfolio Solutions (OPS) platform.
  • “We are committed to streamlining how advisors deliver investment products and advice to their clients, and our latest expansion of fixed income SMAs on the Orion Portfolio Solutions platform underscores that commitment,” said Ryan Beach, President of Orion Wealth Management.
  • “Previously, these fixed income SMAs have only been available to Orion’s OCIO clients where advisors have used the solutions to effectively scale their business.
  • Now, we’re pleased to bring these SMAs to a much broader community of financial advisors at OPS.”
    Orion’s Fixed Income SMAs are available through the OPS platform within its Unified Managed Account (UMA) portfolio structure.

VicOne Wins 2023 AutoTech Breakthrough Award for EV ‘Overall Charging Station Innovation of the Year’ and CyberSecurity Breakthrough Award for ‘Intrusion Detection Solution of the Year’

Retrieved on: 
Tuesday, October 31, 2023
Electronic Design Automation, Automotive Manufacturing, Technology, Logistics, Supply Chain Management, Manufacturing, Mobile, Wireless, Construction & Property, Urban Planning, Public Transport, Security, Other Automotive, Alternative Energy, Autonomous Driving, Vehicles, Energy, Other Transport, Automotive, EV, Electric Vehicles, Transport, Other Technology, Software, Internet, Hardware, IDPS, Intelligence, Okinawa Autotech, Écu, EVSE, Frost, Unified managed account, National Vulnerability Database, Architecture, Computer, Overalls, Original equipment manufacturer, Electric vehicle, Multimedia, CPU, NVD, ECU, Safety, IDS, Workload, Satellite navigation device, Risk management, Arms industry, Medical device

VicOne , an automotive cybersecurity solutions leader, today announced it has won the 2023 AutoTech Breakthrough Award for Electric Vehicles (EV) Overall Charging Station Innovation of the Year, and the 2023 CyberSecurity Breakthrough Award for Intrusion Detection Solution (IDS) of the Year in Unified Management.

Key Points: 
  • VicOne , an automotive cybersecurity solutions leader, today announced it has won the 2023 AutoTech Breakthrough Award for Electric Vehicles (EV) Overall Charging Station Innovation of the Year, and the 2023 CyberSecurity Breakthrough Award for Intrusion Detection Solution (IDS) of the Year in Unified Management.
  • View the full release here: https://www.businesswire.com/news/home/20231031487510/en/
    VicOne wins 2023 AutoTech Breakthrough Award for Overall EV Charging Station Innovation of the Year.
  • (Graphic: Business Wire)
    VicOne received the 2023 AutoTech Breakthrough Award for its electric vehicle supply equipment ( EVSE ) protection solution, including the xZETA vulnerability management system and intrusion detection and prevention system (IDPS).
  • For the CyberSecurity Breakthrough Award , VicOne was recognized for its xCarbon frictionless IDS/IPS, which provides secure automotive in-vehicle security and system reliability.

Check Point Launches Game-Changing SASE Solution: Delivering 2x Faster Internet Security

Retrieved on: 
Wednesday, October 11, 2023
Internet access, Secure access service edge, Internet, Perimeter 81, Forrester, Infinity, Organization, Hybrid, Quantum, Unified managed account, Architecture, SASE, Policy, SAN, Point, Security Service, Internet of things, Privacy, Video game, Microscope, Online shopping

It enhances the company’s Infinity architecture with a unified SASE solution offering (1) 2x faster internet security, (2) full mesh Zero Trust Access, and (3) Secured SD-WAN with industry-leading threat prevention.

Key Points: 
  • It enhances the company’s Infinity architecture with a unified SASE solution offering (1) 2x faster internet security, (2) full mesh Zero Trust Access, and (3) Secured SD-WAN with industry-leading threat prevention.
  • Organizations are moving from on-premises internet security to internet security delivered in the cloud.
  • "With Quantum SASE, Check Point stands as the pioneer security partner, offering a Hybrid SASE solution comprised of three pivotal components: on-device network protection, cloud network protection, and a unified security gateway with built-in SD-WAN and IoT security.
  • Check Point is deeply committed to delivering the next generation of SASE and prevention-first security.

Raymond James Selects J.P. Morgan Asset Management's 55ip to Enhance its Managed Accounts Platform with Integrated Tax Management Technology

Retrieved on: 
Monday, October 16, 2023
UMA, JPMorgan Chase, Partnership, NYSE, Acquisition, RJF, J. P. Morgan, Unified managed account, Student Achievement and School Accountability Programs, Mutual fund, SMA, Financial adviser, Cryptocurrency

NEW YORK, Oct. 16, 2023 /PRNewswire/ -- J.P. Morgan Asset Management and 55ip today announced that Raymond James Financial (NYSE: RJF) will integrate 55ip's cutting edge tax management technology across its managed account platform.  The enhancements will make tax-smart transition, rebalancing and ongoing tax-loss harvesting available to Raymond James managed accounts users.  Raymond James expects the enhancements to take effect mid-2024.

Key Points: 
  • NEW YORK, Oct. 16, 2023 /PRNewswire/ -- J.P. Morgan Asset Management and 55ip today announced that Raymond James Financial (NYSE: RJF) will integrate 55ip's cutting edge tax management technology across its managed account platform.
  • The enhancements will make tax-smart transition, rebalancing and ongoing tax-loss harvesting available to Raymond James managed accounts users.
  • Raymond James Managed Account Programs provides Unified Managed Accounts (UMA), Separately Managed Accounts, (SMA) and Mutual Fund and ETF Model Portfolio offerings.
  • For Raymond James, 55ip's tax technology will be delivered through deep integration with Raymond James' managed account technology provider, InvestCloud.

FIRST COMMAND PARTNERS WITH ENVESTNET TO STRENGTHEN ITS SERVICE OFFERING FOR MILITARY FAMILIES

Retrieved on: 
Monday, October 16, 2023
UMA, Partnership, NYSE, Veteran, Organization, Unified managed account, Financial plan, First Command Financial Services, CRM, Data aggregation, First, Nation, Financial adviser, Management, Envestnet

BERWYN, Ill., Oct. 16, 2023 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) today announced a partnership with First Command Financial Services, Inc., which will provide its network of financial advisors access to Envestnet's integrated financial ecosystem including its enhanced reporting and portfolio management capabilities, CRM integration, next-level personalization including tax overlay optimization, financial planning tools through Envestnet|MoneyGuide, and data aggregation through Envestnet | Yodlee.

Key Points: 
  • "Envestnet has all the capabilities, solutions, and tools that we need to serve our military families," said First Command's National Director of Advisor Operations John Osarczuk.
  • "We're thrilled First Command has chosen to embrace the breadth and depth of what Envestnet can bring to their financial advisors and the military families they serve."
  • First Command Financial Services has been helping military service members and their families plan for and pursue financial security for more than 60 years.
  • To learn more about the Envestnet ecosystem, and the difference it can make, please visit https://www.envestnet.com/financial-institutions .

RIA Sowell Management’s End-to-end Tech Solution Innovating the Way Financial Advisors Do Business

Retrieved on: 
Thursday, September 14, 2023
Data Management, Banking, Personal Finance, Accounting, Technology, Professional Services, Other Technology, Asset Management, Software, Fintech, Finance, ETF, Freedom, Sowell, RIA, Seaton, Unified managed account, Multimedia, Research, Consultant, Individual, CRMS, UMA, Growth, RIAS, Mutual fund, Financial adviser

View the full release here: https://www.businesswire.com/news/home/20230914192454/en/

Key Points: 
  • View the full release here: https://www.businesswire.com/news/home/20230914192454/en/
    Sowell Management, an RIA based in Arkansas, recently launched FLEX Connect, an end-to-end technology solution for its financial advisor partners.
  • (Graphic: Business Wire)
    Sowell Management provides a transformative platform of services and solutions to advisors on the path of independence – helping them be in business for themselves, not by themselves.
  • “Using this solution goes a long way toward our mission at Nest Financial Advisors.
  • It streamlines the way our advisors work with Sowell Management, our RIA, and it simplifies the advisor-client relationship as well.

GeoWealth Partners with Halo, Enabling RIAs to Better Integrate Structured Notes into Model Portfolios

Retrieved on: 
Thursday, August 10, 2023
Professional Services, Technology, Software, Finance, Asset Management, Fintech, Internet, RIA, Risk management, RIAS, Unified managed account, Partnership, You, TAMP, Halo, Risk, UMA, Financial adviser

As a result, GeoWealth delivers a new-to-market capability, offering customizable structured note portfolios as a component of a Unified Managed Account (UMA).

Key Points: 
  • As a result, GeoWealth delivers a new-to-market capability, offering customizable structured note portfolios as a component of a Unified Managed Account (UMA).
  • With access to Halo’s easy-to-use structured notes tool, Registered Investment Advisors (RIAs) can more efficiently deploy and manage structured note exposure to client portfolios and model programs.
  • “GeoWealth is squarely focused on providing RIAs new tools and product choice in constructing and maintaining model portfolios on behalf of their clients.
  • Partnering with Halo and leveraging their protective investment solutions allows GeoWealth users more flexibility in customizing models at scale.