“Portfolio personalization is definitely at the front of the line.” That’s how Nicola Diodati of Charles River Development, described the top priority for many wealth management firms during his conversation with FundFire’s Nate DiCamillo at our last MMI Annual Conference in Charlotte.

Nick shared how Charles River is tackling the challenge head-on by using optimization technology to streamline customization—eliminating manual work for advisors while delivering daily, data-driven insights to help improve investor outcomes. Their UMA platform was built with modern needs in mind, including support for third-party discretionary sleeves and advisor-led portfolio management.