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FOR WEALTH
MANAGERS

State Street Alpha for Wealth supports region-specific frameworks and products, including unified managed accounts (UMA) and separately managed accounts (SMA), unified managed households (UMH), representative as portfolio manager, and mutual fund wraps, helping managers consolidate disparate systems on a single wealth management platform.

Key benefits

Manage all wealth products and business lines on a single platform

Accelerate development and introduction of new products for wealth managers

Streamline model distribution and manager/sponsor communications

Contact us

Learn about our capabilities

Find your next opportunity

Get more time to focus on portfolio construction and client needs with:

Model management and implementation
Rules-based rebalancing
Full support for cash-raise and loss-harvest events

Streamline your operations with:

UMA and SMA trading, with connectivity to leading wealth sponsors and platforms
Middle-office and data services
Full trade life cycle and compliance

Confidently conduct performance administration with:

Multi-directional workflow to manage sponsor service requests
Enhanced visibility with beginning of day transactions, positions and tax lots
Document vault for supporting documentation

Learn more about what State Street Alpha can do for you.

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