BridgePortfolio, an industry provider of customized private-labeled platforms and back office support for investment advisors, investment managers, broker-dealers, financial planners and trust companies announce a new partnership with SIGMA Financial Services, Inc., a Virginia-based firm that specializes in retirement income planning and investment strategies.
BridgePortfolio will provide SIGMA with a fully integrated unified managed account (UMA) trading solution that will simplify the delivery of multiple investment products i.e. separately managed accounts, mutual funds, exchange traded funds into a single managed account environment.
By utilizing BridgePortfolio for its multiple strategy portfolios support SIGMA will be able to take a holistic approach to its investors total portfolios and apply a range of solutions that combine a broad asset allocation plan using either a taxable or nontaxable account strategy while minimizing the burden of moving parts and avoiding trading/reconciliation discrepancies.
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