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One Account, Many Strategies: Rethinking Portfolio Management with UMAs

As client expectations evolve beyond performance to personalization, tax efficiency, and seamless experiences, Unified Managed Accounts (UMAs) are emerging as a powerful solution. By consolidating SMAs, ETFs, mutual funds, and fixed income strategies into one coordinated portfolio, UMAs enable firms to deliver tailored investment experiences at scale while deepening client relationships. However, the complexity of aligning multiple strategy teams, systems, and data flows can undermine these benefits without the right technology.

Michael Kendall’s One Account, Many Strategies explores both the promise and the challenges of UMAs, showing how firms can turn operational hurdles into strategic opportunities. With a modern technology foundation like Genesis, UMAs transition from being an operational challenge to a meaningful differentiator in serving today’s investor demands.

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