Unified Wealth Platform (UWP)
Available from Tegra118
Tegra118’s Unified Wealth Platform (UWP) provides financial institutions and advisors with easy access to sophisticated UMA portfolio management and trading capabilities for greater flexibility and a streamlined experience. The platform also offers goals-based and comprehensive financial planning, proposal generation and client onboarding, known as Financial Advice Management (FAM), as part of an ecosystem that includes core middle- and back-office solutions for portfolio management and trading, model management and distribution, portfolio accounting, performance measurement, reporting, and billing services. Unified Wealth Platform is continuously evolving to better serve the needs of advisors and the wealth management community.