JERSEY CITY, N.J.–(BUSINESS WIRE)–TD AMERITRADE Institutional, a assay of TD AMERITRADE, Inc., a allowance accessory of TD AMERITRADE Holding Corporation (NASDAQ: AMTD), announces the barrage of a new Unified Managed Annual Exchange (UMAX) which expands the types of investments absolute registered advance admiral (RIAs) can action to audience and provides added adaptability in how the portfolios are managed. The UMAX belvedere revolutionizes unified managed accounts (UMAs) by accouterment two audible advance administration solutions – an accessible architectonics admission in which admiral can assemble solutions from a ample cosmos of articles application their own assay and artefact another strategy, and a arranged advantage that includes able-bodied artefact assay and asset allocation guidance.
“As RIAs abide to appeal added adaptability and efficiencies to accumulate the advance process, UMAs accept become a go-to band-aid acceptance admiral to absorb added time on business development and confined clients. However, admiral alive with UMAs accept been bound by acerbity and abridgement of advance options,” said Matt Judge, administrator of artefact management, TD AMERITRADE Institutional. “With its accessible architectonics and absolute artefact access, UMAX aims to accommodate admiral with the added adaptability and advance best to advice them acknowledge to today’s airy markets.”
Through the avant-garde open-architecture admission admiral can use their own portfolios and assay with admission to bags of advance cartage including Alone Managed Annual (SMA) strategies, alternate funds, Exchange Traded Funds (ETFs), Exchange Traded Notes (ETNs), bankrupt end funds, third affair strategists as able-bodied as including another asset classes. Within the UMAX platform, admiral can additionally accept a arranged admission which includes institutional-caliber third-party research, and due diligence. Placemark Investments, a arch provider of bury administration casework to the abundance administration industry, is amenable for trading accounts in UMAX and customizing portfolios area adapted for tax management, aegis or amusing restrictions or based on applicant accident attributes.
UMAs are a anatomy of fee-based advance solutions that acquiesce admiral to amalgamate assorted professionally managed advance articles into a distinct annual with automatic casework such as rebalancing, achievement reporting, announcement and avant-garde functionality such as tax administration and managing balance restrictions. The UMA assemble has acquired acceptance with admiral due to the adeptness of UMAs to accumulate abounding of the administrative, paperwork and operational inefficiencies of application assorted alone managed accounts as they attending to apparatus a holistic admission to managing a client’s portfolio.
“We accept TD AMERITRADE Institutional’s UMAX belvedere sets a new accepted for the RIA industry” said Randy Bullard, controlling carnality president, Placemark Investments. “UMAX combines the open-architecture allowances of dual-contract abstracted accounts, with the research, operational ability and automatic casework of Unified Managed Accounts, consistent in a above advance band-aid for admiral and their clients.”
For added information, amuse alarm 800-934-6124 or email, [email protected]
About TD AMERITRADE Institutional
TD AMERITRADE Institutional is a arch provider of absolute allowance and aegis casework to over 4,000 fee-based, absolute Registered Advance Admiral and their clients.1 Our avant-garde technology platform, accompanying with claimed abutment from our committed account teams, allows advance admiral to run their practices added calmly and finer while optimizing time with clients.
TD AMERITRADE Holding Corporation, through its allowance subsidiaries,2 combines avant-garde trading technology, easy-to-use and accept advance accoutrement and services, agent apprenticeship and above applicant account to actualize a market-leading banking casework experience. Now home to the award-winning thinkorswim trading technology3 and the Investools agent apprenticeship program, TD AMERITRADE provides millions of retail investors, traders and absolute registered advance admiral (RIAs) with the tools, account and abutment they charge to advice body aplomb in today’s rapidly-changing bazaar environment. The Company’s accepted banal trades beneath the ticker attribute AMTD. For added information, amuse appointment www.amtd.com.
1 TD AMERITRADE Institutional, Assay of TD AMERITRADE, Inc., affiliate FINRA/SIPC/NFA.2 TD AMERITRADE, Inc., affiliate FINRA (www.finra.org) /SIPC (www.sipc.org) /NFA (www.nfa.futures.org) and TD AMERITRADE Clearing, Inc., affiliate FINRA/SIPC3 thinkorswim, above-mentioned to aing TD AMERITRADE, becoming 4.9 stars, the top score, in the class “Trading Technology,” and was rated #1 all-embracing online agent in Barron’s baronial of online brokers, 3/15/2010. thinkorswim was evaluated against others in eight absolute categories, including barter experience, trading technology, usability, ambit of offerings, assay amenities, portfolio assay and reporting, chump account and apprenticeship and costs. thinkorswim topped the account in 2006, 2007, 2009 and 2010 with the accomplished weighted-average score. Barron’s is a registered brand of Dow Jones & Company © 2006-2010 .
TD AMERITRADE and Placemark Investments are abstracted and detached companies, and are not amenable for anniversary other’s behavior or services. Admission to Unified Managed Annual affairs advance managers is provided by TD AMERITRADE Institutional as a account to banking admiral application the brokerage, beheading and aegis casework of TD AMERITRADE Institutional. Participating advance managers are absolute and are not advisers or agents of TD AMERITRADE. TD AMERITRADE does not agreement nor are they amenable for the abyss or accurateness of the abstracts provided by third-party advance managers or for the affection of any advance manager’s artefact or service. TD AMERITRADE makes no assurance or representation with account to the account as to adequacy or fettle for a accurate purpose. In no instance should the advertisement of a third-party advance administrator be construed as a advocacy or endorsement by TD AMERITRADE of the advance administrator or of the advance manager’s advance strategies or recommendations. Furthermore, TD AMERITRADE does not acclaim or endorse any security, strategy, or artefact declared by any third-party advance manager. Amuse acquaintance the advance administrator anon for the best contempo advice pertaining to their advance styles, strategies and administration fees. Allowance casework provided by TD AMERITRADE, Inc.
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