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The Next Frontier in Outsourced Investment Management: Dispelling the Myths around Today’s Managed Account Platforms

Written by Barrett Ayers | Jul 30, 2024 5:43:09 PM

Working with an outsourced managed account or unified managed account (UMA) platform can optimize your business and help deliver better investment outcomes for clients. Contrary to popular belief, not all platforms are the same and there are large differences in how they handle sleeve accounting, trading, fees, models and manager performance. Our President Barrett Ayers, joins Dave O’Rourke, Managing Director of Paulson Investment Company, LLC and Rebert Huebscher, CEO & Founder of Advisor Perspectives to discuss:

  • How to transform and revolutionize the client experience
  • Achieving the next level of operational efficiency
  • Why all outsourced solutions are not the same
  • The keys to selecting the best-outsourced solution

Listen to the Podcast:

The Next Frontier in Outsourced Investment Management: Dispelling the Myths around Today’s Managed Account Platforms