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Alpha for

Wealth Managers

State Street AlphaSM 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

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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
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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
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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
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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.