d1g1t Launches Trading Unified Managed Accounts Framework | PR Newswire [Video]

The New Framework Provides a Simpler Way to Manage Complex Investment Strategies

, /PRNewswire/ – d1g1t a leading wealth management technology company today announced the launch of its Trading Unified Managed Accounts (UMA) framework, which is natively integrated into the d1g1t enterprise wealth management platform. The UMA framework enables portfolio managers to implement sophisticated investment strategies in a streamlined and cost-effective manner.

The d1g1t UMA framework enables custodian accounts to be subdivided into distinct sleeves, each linked to a specific model portfolio, also referred to as a Separately Managed Account (SMA) model. Sleeves can be created either manually or automatically by the platform to reflect targeted allocations across multiple models. This advanced framework significantly reduces the cost and complexity associated with the implementation and management of sophisticated investment strategies that rely on multiple models or third-party managers. Additionally, the solution empowers advisors to analyze and report on the performance of each sleeve independently, delivering …