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SMArtY

Our new manager-sponsored strategist platform combines access to asset managers with the power of SMArtX’s UMA technology and award-winning tools. Outsource your investment management to world-class asset managers so you can focus on other financial and estate planning responsibilities. 
  • Manager-sponsored custom and off-the-shelf models

The Manager-Sponsored Platform for Financial Advisors

SMArtY blends SMArtX’s capabilities with manager-sponsored pricing and a curated investment lineup that benefits managers, advisors, and clients. Asset managers distribute their strategies inside SMArtY, while advisors gain a turn-key, pre-configured marketplace for trading, balancing, reporting, and billing. 

Simple Investment Tools

Outsourced Investment Management

Tax-Efficient Trading

Automated Asset Management

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Benefits

Transform your advisory services with SMArtY’s fully integrated, intuitive platform. 

Turnkey Implementation

Transform your advisory services with SMArtY’s fully integrated, intuitive platform. 

Curated Investment Strategies

Access a lineup of manager strategies already vetted and integrated within SMArtY.

Full SMArtX Trading and Reporting Power

SMArtY gives advisors access to the real-time trading and sleeve-level performance reporting they need for smarter investing.

Full SMArtX Trading and Reporting Power

SMArtY gives advisors access to the real-time trading and sleeve-level performance reporting they need for smarter investing.

Reduced Operational Burden

SMArtY bundles automation technology with investment options for streamlined administration. 

Seamless Client Experience

Fully integrate your workflows for a more reliable client experience.

Features

Gain access to comprehensive features to outsource investment management and feel confident in your clients’ outcomes. 

Manager-Sponsored Off-the-Shelf Models

Select from a range of pre-built investment strategies created and sponsored by an asset manager.

Manager-Sponsored Custom Models

Work directly with asset managers to customize allocations, security selection, or guidelines to your firm’s needs. 

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

SMArtY 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.