Financial Institutions

Over the last several years, a robust Unified Managed Account program has become a requirement for firms that provide investment solutions to high-net-worth clients. The inherent limitations created by having separate and distinct programs for traditional separate accounts, mutual fund wrap, and fee-based brokerage have led the industry towards adopting UMAs. Firms competing for clients and for top financial advisors have come to recognize that a UMA program is a "cost of entry" for competitiveness in the wealth management industry. In considering how to develop a UMA platform, financial institutions should ask themselves:

	Can we develop a competitive solution and deliver that solution to the market in a timely fashion?
	Do we have the knowledge, the resources, and time to undertake all that is necessary to launch and support a successful UMA program?
	Can we launch a program with cutting-edge features and benefits that are also extendable as competitors' capabilities expand?

For institutions that want to develop a robust, fee-based UMA platform, partnering with the industry's leading provider of overlay management services minimizes implementation concerns and enables a rapid program launch but also solves the ongoing question of administration, operational efficiency, and advisor sales support. Each institution has program goals, product architecture, preferred managers, and back-office systems and infrastructure. Placemark treats each program as a completely custom and unique implementation. Rather than applying an over-arching product philosophy or system, Placemark adopts the goals and product architecture of the sponsoring organization, configuring and modifying its systems and infrastructure to meet the needs of the sponsoring organization. Our references will tell the story —Placemark delivers the most robust Unified Managed Account solutions available in the marketplace today.

Placemark's Implementation Services:

Placemark has developed highly customized, feature-rich Unified Managed Account programs for some of the industry's largest and most sophisticated wealth management firms, including leading banks, broker/dealers, independent advisory firms, and multi-family office organizations. Financial institutions can expect to receive a dedicated and experienced implementation team working to launch their custom UMA program. Placemark brings significant experience, materials, and resources to bear in all areas required to implement a successful program.

Placemark's Ongoing Support Services:

Placemark is committed to the continued success of our partners' programs. An established wholesaling model and flexible architecture allows Placemark to offer support services, including:

	Advisor Education		Program Enhancements
	Marketing Support		Desktop Technology and Tools