How Genesis Supports Modern Managed Account Strategies

As investment managers expand into SMAs and UMAs, they face increasing complexity driven by evolving distribution models and growing demand for personalization. This shift requires scalable technology and operating models that can support multiple business lines, client types, and customization needs. Tim Duffy, Senior Solutions Manager, shares his perspective on how firms are approaching these challenges and what it takes to effectively manage and grow in a multi-channel environment.