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Use this checklist as a guide to make sure you find a tool that meets your needs.

As you grow your business, outsourcing investment operations to a managed account or Unified Managed Account (UMA) platform might start to make more sense. However, you may wonder what happens when you take that step. It can be worrisome to trust someone else for the micromanagement your clients need, but it’s something worth considering. 

Download this white paper now for an overview of key considerations you should examine when exploring outsourcing your operations to a UMA platform. This includes 17 questions you should ask and answer, such as:

• What is the method of delivery?
• Which trade execution windows does the platform provide?
• How does it allow advisors and managers to communicate?
• And more… 

Using an outsourced platform can make you more efficient, but success depends on an informed choice.

Offered Free by: Adhesion Wealth
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