Sanctuary Investment Solutions

Sanctuary Investment Solutions provides the flexibility you need

to employ third party manager strategies. Our open architecture SMA/UMA platform seamlessly integrates technology that is equal parts intuitive and powerful, with flexible investment options and hands-on product support. We built it to create a cohesive experience that facilitates advisor growth and empowers positive client experiences.

Features of our SMA/UMA capabilities include:

INVESTING
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Seamless integration of multiple investments, including funds, equites and fixed income
Model management offering the opportunity to construct various portfolio scenarios
Manager connectivity allowing you access to enhance your selection process
Wrap/Non-wrap allowing you to bundle services or select them individually as needed

REPORTING
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Sleeve level reporting for visibility on performance at a strategy level
Overlay technologies to enhance reporting
Performance reporting with a transparent and robust set of online screens

TRADING
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Execution that is reliable, timely and accurate
Clearance for all your trading activity
API Connectivity creating a seamless interface with our platform

SUPPORT
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Trade administration for handling all support functions around your trading activity
Tax lot services providing record-keeping to track the dates of purchase and sale, cost basis, and transaction size for each security in your portfolio
Proposal generation for creating client-ready documentation

SMA / UMA