Placemark Investments Launches New Integration of Research and Analytics Available Through UMA Marketplace

Monday, October 21, 2013 13:38
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Placemark Investments Launches New Integration of Research and Analytics Available Through UMA Marketplace

Placemark Investments announced today that it is launching a new integration with AdvisoryWorld Financial Technologyanabling advisors to build portfolio solutions using AdvisoryWorld research and analytics.

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Within Placemark's UMA Marketplace platform, an advisor can directly access hypothetical illustrations and detailed analytics from AdvisoryWorld.  For advanced and custom analytical reports, advisors can also access client portfolios from UMA Marketplace on AdvisoryWorld's platform. UMA Marketplace has over 500 SMA managers offering more than 1,800 strategies.

Placemark, which manages more than $12 billion in assets, develops wealth management solutions including Unified Managed Account programs and other portfolio management outsourcing solutions, enabling Registered Investment Advisors to scale their business and focus on growth objectives. AdvisoryWorld is a data and analytics tool.   




 

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