Bringing UMAs to more advisors requires flexibility.

At the MMI Annual Conference in Washington, D.C., Emily Gray of Parametric spoke with FundFire about how the firm is expanding access to its UMA and direct-indexing capabilities across platforms.

Rather than a one-size-fits-all approach, Parametric offers an a la carte model — integrating as a sleeve within sophisticated platforms or plugging into RIAs’ existing tech stacks with minimal lift. The goal: deliver tax management, customization, and personalization without requiring a major technology overhaul. Watch the full conversation now.