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Private Wealth Daily

UMA and SMA platforms

Turnkey asset management platforms, model marketplaces, UMA and SMA platforms, and outsourced CIO services for advisors.

7 vendors · Updated October 26, 2026

News on UMA and SMA platforms in your edition and on My Desk.
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55ipIn the news

Tax-managed portfolio implementation software for advisors and wealth firms

  • RIAs
  • Broker-dealers
  • Asset managers

Portfolio management6 integrationsCustom quote

Moment

Investment management platform for portfolio construction, trading and compliance agents

  • RIAs
  • Broker-dealers

Portfolio management

Tick two to four vendors, then compare them side by side.

UMA and SMA platforms: questions to ask before you buy

  1. What is the all-in cost to the client, including strategist, platform and fund fees?
  2. How much control do we keep over models, tax management and client conversations?
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UMA and SMA platforms in the news

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