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Unified Managed Accounts (SMA)
Scale with custom personalization.
What is Unified Managed Accounts (SMA)?
Scale with custom personalization. Replaces SMA with direct security ownership tailored to each client's tax situation.
Product typeInvestment, Trading & Wealth
Pricing ·
Deployment
APINot available
What teams use Unified Managed Accounts (SMA) for
Portfolio construction
Tax-loss harvesting
Direct indexing
Rebalancing
Reporting
Model management
Integrations and access
Platforms, integrations, and language support vary by plan and region. Confirm final requirements with the vendor.
Platforms
IntegrationsAPI and webhooks
Languages
Support
What reviewers say
Community reviewsReviews are owned and editable by their authors.
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Enterprise readiness
Compliance claims are normalized from current vendor documentation and independently reviewed by SOTA2.
SOC 2
Data retention:
Benchmarks and comparisons
Independent benchmarksStructured task results are being verified.
Side-by-side comparisonsComparison workspaces will be available in a later release.
