Separately Managed Accounts (SMAs) are a key strategy to achieve better returns and lower costs for your clients. Wealthtrac offers two ways to use SMAs. We have 5 SMAs already setup for immediate use, select Wealthtrac SMA to discover more about these. The other option is to use our Dealer SMA Service to discover how to setup your own SMAs with Wealthtrac. Either way, it’s a good business decision that will transform your practice and deliver real benefits to clients.
Wealthtrac SMAs only have one TMD making the client consultation and back office processing much more efficient.