• How do the various UMA platforms affect our cost structure?
• What is the best UMA fee structure (unbundle, wrap, flat, etc.) for our business?
• How do various client portfolio mix scenarios affect our revenues/profits?
• How does our UMA pricing and service compare to our competitors' offerings?
• Which UMA vendor platform(s) work best for us and our clients?
• Can UMA be used to improve our substandard fee condition?
• Should UMA be used as an offensive or defensive strategy by our organization?
• How do we continuously track our revenue and profitability results to ensure a successful UMA program?

Quantifacts has been helping wealth management organizations to model, analyze, optimize, and report on their fee revenues and profitability for over 25 years.  We can provide detailed, accurate answers – based upon your actual account data – to the above questions and much, much more.  That is why twenty of the Top 50 trust institutions have relied on our technology and services to provide them with the answers that they need to run their businesses profitably and efficiently.

Quantifacts has worked closely with third party platform providers, management consultants, and our clients to develop the most powerful modeling, analysis, optimization, and reporting tools that will ensure successful implementation and ongoing operation of Open Architecture platforms, including UMA and SMA (Separately Managed Accounts.)  We would be pleased to help your organization to achieve the best possible results from a Unified Managed Accounts offering.

Call us today at 401-421-8300 x 105 or email us at info@quantifacts.com to discuss UMA/OA and learn how Quantifacts can provide you with the hard data and analyses that you need to make the right business decisions at the right times.