SMArtX-Platform

SMArtX is your cloud-native, API-first unified managed accounts (UMA) platform offering unmatched flexibility and scalable power. Built on a modular, custodian-neutral architecture, SMArtX supports real-time, sleeve-level portfolio management, trading, rebalancing, and tax overlay, along with detailed performance reporting and an integrated investment product marketplace.

Modern Infrastructure for the Future of Wealth Management

Streamline your investment operations and dedicate more time to high-level client services when you leverage the comprehensive SMArtX platform. SMArtX is our modular, scalable managed accounts solution that automates tasks like tracking performance, rebalancing portfolios, comparing model portfolios, and more. Our cloud-based technology goes with you, and our APIs allow you to customize the platform to your firm’s needs.

Sleeve-Level Portfolio Management

Rebalancing

Trading

Tax Overlay

Benefits

SMArtX offers these benefits to enhance your firm’s operations.

Seamless Integration With Existing Tech

SMArtX integrates with a range of custodians, performance reporting tools, and data aggregators to fit seamlessly into your current workflow.

Flexible to Your Needs

Leverage SMArtX’s intuitive front end or build fully customized solutions using its robust APIs and web components that seamlessly integrate with your existing tech stack.

Future-Proof Your Firm

SMArtX’s scalable technology grows with your firm, whether you oversee five portfolios or 500.

Elevate Your Advisor Capabilities

With SMArtX, you can automate rote tasks while ensuring the highest level of accuracy and compliance, giving you more time to scale your operations.

Real-Time Accuracy

SMArtX provides real-time data updates and near-real-time trade results for more accurate investment decisions.

Support for a Range of Processes

SMArtX supports many aspects of your workflow, from portfolio management to rebalancing and trading to performance reporting.

Features

The SMArtX platform encompasses a range of features that help broker-dealers, RIAs, and fintech firms streamline operations.

Advanced UMA Account Structure

Support complex investment portfolios and leverage multiple strategies in a single account with unified managed account (UMA) architecture.

Sleeve-Level Performance

Track portfolio performance, exposure, and risk at the sleeve level for fast and detailed insights into multi-strategy accounts.

Rebalancer

Save time with fully automated portfolio rebalancing. Leverage custom rules, real-time data, and seamless trade execution workflows.

Tax Transition

Switch investment strategies while minimizing tax liabilities with automated, built-in features.

Model Comparison

Seamlessly compare and evaluate model portfolios side-by-side to predict performance before shifting strategies.

Tax Loss Harvesting

Execute tax loss harvesting strategies for clients in real-time to offset capital gains from other investments.

Manager Marketplace

Deploy gives you access to our model marketplace with over 1,000 institutional-grade strategies, directly within the platform.

Proposal Generation

Create dynamic proposals that reflect clients’ goals with fully integrated tools.

Cash Management

Automate the oversight of cash inflows and outflows with intelligent cash management tools that mitigate risk and optimize returns.

Exclusions & Substitutions

Customize portfolios with client-specific asset substitutions and exclusions.

Rep-Directed Trading

Maintain flexibility to adjust allocations, execute trades, and respond quickly to client needs.