Clearview Correspondent Services

Unified Managed Account Program now available to Clearview Correspondents »

March 8, 2010 - Clearview Correspondent Services, LLC, a division of BB&T Corporation, today announced the rollout of its Unified Managed Account Program (UMAP). The Clearview UMAP is an open architecture platform that allows our local and regional firm clients to implement an investment strategy that combines separate account managers, mutual funds, and ETFs, in one brokerage account. In addition to our universe of research-approved investment managers, correspondent firms can use the UMAP platform to manage their own proprietary investment management program including proposal generation, asset allocation, model management, rebalancing, trading and allocation, performance reporting, and billing.

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