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1-10 employees
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Financial Services
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Barrington, US
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UIT Investing has created the first-ever dedicated database of unit investment trust performance & risk metrics, expenses, portfolio analytics all available in trust reports, each with a star rating, that gives finance professionals access to the information they need to make investment recommendations with confidence.
Our reporting system provides financial professionals side-by-side comparisons of historical performance, risk metrics, fees and expenses, portfolio analysis, and more of different UITs from product sponsors.
Financial professionals can benefit from:
- Access to in-depth research, performance, and proprietary comparative analysis of UITs
- Ability to maintain UITs as part of their suite of product offerings
- Making more informed investment recommendations and reducing unsuitability risk
- Better compliance with US securities regulation (Fiduciary Rule)
- Improving efficiency in their practice management
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UIT Investing Email Formats | Example Email Formats | Percentage |
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{f}{last} | [email protected] |
75.00%
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The widely used UIT Investing email format is {f}{last} (e.g. [email protected]) with 75.00% adoption across the company.
To contact UIT Investing customer service number in your country click here to find.
Find accurate personal emails, work emails and phone numbers for employees
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