Data Platform Services Hero - alpha lettering with abstract color lines

for Wealth Managers

State Street Alpha for Wealth supports region-specific frameworks and products, including unified managed accounts (UMA) and separately managed accounts (SMA), unified managed households (UMH), representative as portfolio manager, and mutual fund wraps, helping managers consolidate disparate systems on a single wealth management platform.

Key benefits

Manage all wealth products and business lines on a single platform

Accelerate development and introduction of new products for wealth managers

Streamline model distribution and manager/sponsor communications

video

Learn about our capabilities

State Street Alpha: built to meet the challenges of wealth managers

Get more time to focus on portfolio construction and client needs with:

Model management and implementation
Rules-based rebalancing
Full support for cash-raise and loss-harvest events

Streamline your operations with:

UMA and SMA trading, with connectivity to leading wealth sponsors and platforms
Middle-office and data services
Full trade life cycle and compliance

Confidently conduct performance administration with:

Multi-directional workflow to manage sponsor service requests
Enhanced visibility with beginning of day transactions, positions and tax lots
Document vault for supporting documentation

Man pointing at whiteboard talking with co-workers

Learn more about what State Street Alpha can do for you.

Please provide your information and a member of our client services team will contact you promptly.

All fields required.

By checking this box, I consent to receive future research reports, publications, newsletters, event communications, announcements and other commercial electronic messages regarding products and services from State Street Corporation and its affiliates and subsidiaries (“State Street”). I also consent to the collection and use of my personal information shared on this form as outlined in State Street’s Marketing Disclosure Statement. I understand that my consent, above, does not apply to any communications from, or personal information I may share with, State Street Global Advisors. I understand that I can opt out of future communications at any time using the “Unsubscribe” feature available in all emails I receive from State Street.