UMA Programs. The Model Administration Tools will also enable FundQuest to construct single asset allocation portfolios (each a “UMA”) composed of selected SMA sleeve Models, mutual funds and ETFs. Subject to the applicable FQ Model Provider fees, FundQuest will have the option to grant certain EQ Model Providers access to the Model Administration Tools to update and maintain models.
Appears in 3 contracts
Sources: Platform Services Agreement, Platform Services Agreement (Envestnet, Inc.), Platform Services Agreement (Envestnet, Inc.)