Issue link: https://envestnet.uberflip.com/i/1543169
1 Unlocking Smarter Portfolio Management through Unified Managed Accounts Designed to help advisors streamline operations and deliver personalized investment solutions, the UMA combines flexibility, efficiency, and advanced portfolio construction tools—all within a single platform. This one-pager provides a quick guide to the latest enhancements available through Envestnet's Unified Managed Account technology. Whether you're new or looking to maximize the UMA's capabilities, this resource highlights key features and best practices to ensure you make the most of the platform. As a Tamarac client, you can start leveraging these enhancements today to elevate your client experience and optimize your workflows. Enable Bulk Service Requests (TH & Rebalance) Allows users to create SRs in bulk. This can be useful if an advisor would like to submit a bulk rebalance request across their book of business. They can do it much more easily in bulk. Holistic Proposal Advisors can include off-platform and advisor selected existing off-platform accounts in New Proposal and Strategy Modification Workflows. This is particularly useful for firms using Tamarac as the creation of the off-platform accounts are automated within the workflow. Service Requests Allow Sleeve Allocation: Dollar Cost Average (DCA), Systematic Withdraw (SW), Invest Contribution (IC), Raise Cash (RC) This allows for customization as to which sleeve receives a contribution, or which sleeve a disbursement is pulled from. If a firm is not using sleeve guided settings, then their cash needs are always satisfied pro-rata across a model. When turning this feature on, advisors are given flexibility as to what sleeves a flow comes from or goes to. Allow Update Rebalance Frequency This feature now allows advisors to update rebalance frequencies outside of the proposal tool. This feature has historically only been available within the proposal tool for existing clients. Enable Trade Simulation in Proposal This allows advisors to take current assets of an account and get an idea of what the resulting trade output will look like if invested into a managed strategy. This feature allows for better transparency around proposed trades in advance of execution. Enable Sleeve Position Overview Report This feature gives access to the Sleeve Position Overview Report at the Book of Business (BOB) level, shows positions associated with each sleeve in UMA. Ready to get started? Questions on features or how to take action today? Reach out to your dedicated Tamarac representative. tamaracsupport@envestnet.com