FamilyWealth™ offers an automated, all-in-one management platform providing goal-oriented strategies across an investor’s household of accounts. With our UMH, wealth managers can create their own overlay management services or hire a separate overlay manager for their portfolios and eliminate disparate systems and silo. Austin Capital’s FamilyWealth™ offers true UMH capabilities:
Automated portfolio and tax optimization across a household supporting goal-oriented portfolios.
Automated overlay with robust CIO options reduces cost and increases distinguishing features.
Mix Mutual Funds, ETFs, Individual Securities, and SMAs in one account or household.
Supports Managed Account programs (SMA, Model Manager, UMA, Rep as PM, and Fund Wrap)
End-to-end account support from a robust Financial Adviser desktop application, a customized proposal system, and integrated account agreements, to automated administration such as automated rebalancing and restriction management.
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