OneAscent is committed to leading the way with turnkey asset management solutions. Our UMA and Mutual Fund platforms feature strategic relationships with top money managers to provide you with innovative offerings that stand out in the industry.
From UMA’s to Mutual Funds, our investment management solutions provide the full spectrum of options, so you can meet your clients’ needs.
Our solutions help you attract and retain clients of any size.
Each of our solutions utilize a Turnkey Asset Management Platform (TAMP), making it easy to implement and scale. Asset allocations and investment managers are selected by our investment committee for each model portfolio, and a uniform screening process is implemented at both firm and advisor levels.
The Unified Management Account (UMA) solution equips you to serve high net worth clients by helping you actively manage taxes, customize portfolios, and provide lower management costs.
Through our Mutual Fund solution, we offer appropriate diversification for smaller accounts. With billions under management, our fund managers have experience strategically piecing together portfolios and searching for opportunities that help your client’s fund outperform its benchmark.
By integrating with the planning process, our portfolio management aligns with your clients’ personal and financial aspirations.
The Financial Scorecard keeps the primary benchmarks for portfolio reviews based on your client’s unique goals and objectives.
The Investment View Finder elegantly simplifies the portfolio and allocation analysis.