The firm has expanded access to its structured note strategies through Envestnet’s Unified Managed Account platform, allowing advisers to combine them with other investments in a single account.
New York-based wealth management company NewEdge Investment Solutions has expanded access to its structured note strategies through Envestnet’s Unified Managed Account (UMA) platform, allowing wealth managers to manage structured note portfolios alongside other investment strategies within a single account. Research shows the adoption of SMAs and alternatives continues to be a focus for many firms - Michaelangelo Dooley The integration enables advisers to incorporate NewEdg