VIEW TABLE OF CONTENTS
TAMPS Model Marketplaces
SMARTX ADVISORY SOLUTIONS
Model Comparison Tool in Model Marketplace
SMArtX [uniquely in the industry] offers over 1,242 long only, alternative, and direct indexing strategies, all executed intra-day by SMArtX directly into client’s UMAs. This creates a wide, and sometimes overbearing, choice of strategies when building a portfolio. SMArtX’s Model Comparison tool can now take a list of existing holdings, compare them against all the strategies on the platform, and match them with a third party strategy. It enables advisors to shop their existing portfolio across all of the SMArtX model marketplace to identify the best fit for their
client, including tax impact, correlation, positions, sustainability, personalization, fees, taxes. This tool was built to help advisors easily transition client accounts from Advisor as a PM to third party model management.
SMArtX Advisory Solutions is an award-winning unified managed accounts technology provider and manages SMArtX, a turnkey asset management platform (‘TAMP’). SMArtX’s API-first, cloud-native technology operates within a modular, micro-services architecture, providing clients a tailored solution catered to their unique specifications. SMArtX licenses its proprietary technology to enterprise firms looking to create, customize, or upgrade their existing managed accounts technology as a standalone or fully integrated solution. In working with Home Offices, SMArtX offers a customized platform with control and insights across firms, accounts, and sleeves. For individual RIAs, SMArtX is available as an off-the-shelf TAMP for advisors seeking wider selection of investment product and ease of use, while automating the investment processes and simplifying the everyday tasks of managing client accounts. Finally, SMArtX provides asset managers with a singular, scalable distribution center with intra- day execution of model updates to promote uniformity of performance returns across accounts and custodians.
164 WealthManagement.com
*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.
Powered by FlippingBook