Find out how TIAA manages multiple managed account programs, for multiple wealth tiers, with multiple levels of discretion, all on one single unified platform.
Learn how MyVest’s wealth management platform enabled TIAA to:
- Launch a UMA program for the mass affluent client segment
- Migrate an existing advisor-driven investment management program for high net worth clients
- Create a new digital advisory program for self-directed retail investors
- Support multiple custodians
- Coordinate key functions for all programs