AdvisorEngine has expanded its wealth management platform through a deep partnership with SMArtX, introducing powerful, tax-smart unified managed account (UMA) capabilities. This partnership enables investment advisors to efficiently manage and rebalance multiple sleeves within a single account, providing a powerful, seamless solution to grow and scale efficiently.
SMArtX x AdvisorEngine
SMArtX is not just an external tool or third-party plug-in. It is fully embedded into AdvisorEngine workflows, allowing for real-time model trading, sleeve-level portfolio management, and automated tax oversight. This eliminates fragmented workflows and allows for efficient, automated management.
By integrating SMArtX with AdvisorEngine, advisors benefit from a seamless experience within a unified system. You can manage proposal generation, account opening, rebalancing, and reporting without needing to switch between systems. Each platform’s tools are fully integrated into a single interface, improving productivity and allowing for consistent workflows.
This integration also allows for enhanced access to data and analytics, helping you control the analytics environment and generate insights in real time. You’ll have the tools and resources to support strategic decision making across departments and optimize team collaborations.
Simplify Portfolio Management With SMArtX Integrations
Advisors who leverage the integrated power of SMArtX with AdvisorEngine gain a wholly simplified portfolio management process for even the most complex accounts. The platform is scalable and able to be personalized to each client or workflow, promoting greater operational efficiency.
The right tools can help you grow your business sustainably. SMArtX powers the AdvisorEngine wealth platform via web components and is evolving to provide an even deeper layer of API integrations. Learn how SMArtX can help you simplify, streamline, and scale wealth management operations by booking a demo today.
