What’s next for UMA platforms?

At the MMI Annual Conference in Washington, DC, Brian Marchiel of MyVest shared with FundFire how the firm is evolving its UMA capabilities. From enhanced fixed income analytics and compliance monitoring to model construction informed by real-time market liquidity, the focus is on helping advisors build portfolios that are both precise and practical.

He also highlighted the importance of better reporting, giving advisors faster, clearer ways to demonstrate the impact of tax management, rebalancing, and customization in client conversations. Watch the full conversation now.