Unified Managed Account (UMA)

A new level of investment service

 Start a Conversation

What is UMA?

Ord Minnett’s Unified Managed Account (UMA) investment service is a unique advanced trading and reporting system that incorporates innovative features that assist in the management of your portfolio. 

Using the UMA investment service, together with the guidance of Ords investment professionals, you can enjoy the following benefits:

  • Improved tax efficiency
  • Reduced administrative burden
  • Consolidation of your portfolio of investments
  • Cost-effective management of share trades through a wholesale execution
  • Full beneficial ownership of securities in your account
  • Comprehensive online reporting tools

Nuts & Bolts of UMA

A unique investment level service

"The Ord Minnett Unified Managed Account (UMA) investment service is an unique advanced trading and reporting system."

Online Asset Reporting Service (OARS)

Discover a simple, accurate and timely reporting only service

 Learn More

Get in Touch

Start a Conversation with an Ord Minnett Adviser today.


'Building Wealth for Generations'

Get Started

150 years +

Proud History & Heritage

270

Advisers

14

Offices

About

investments

private wealth

corporate

DOWNLOAD APP

cLIENT LOGIN

FORMS

Legal Privacy

Privacy Policy

Start a Conversation

©2024 Ord Minnett Limited All rights reserved.