SMArt Xchange is the first platform featuring both traditional and alternative investment strategies traded in a UMA/SMA structure. Leveraging the efficiencies of Advent Custodial Data integrations with Black Diamond, Axys, and APX, SMArtX offers SS&C Advent clients a managed account experience like no other.

SECURITY

Separately managed accounts are one of the most secure ways to invest.

ACCESS

Allocate to institutional investment strategies with the click of a button.

LIQUIDITY

Intra-day liquidity with no lock up and no penalties for redemptions

TRANSPARENCY

All securities are traded directly into your client’s brokerage account

SMArtX

What makes us different for Advisors?

Complete ACD integration with SS&C Advent provides advisors with fully realized account reconciliation, streamlined operations, and single interface for T+1 sleeve-level, consolidated reporting.

SMArtX addresses advisor needs through next generation technology by providing an investment management solution, integrated with essential applications, to better serve clients. Our functionality encompasses the complete client experience, comprising:

Portfolio Proposal Initiation
Account Opening
Report Building
Portfolio Management

The simple, scalable, and encompassing SMArtX ecosphere enables advisors to focus on building their businesses to better serve existing clients and leverage their time to develop new client opportunities.

SMArtX

The SMArt Xchange Ecosystem

SMArt Xchange streamlines the investment research and portfolio allocation process for advisors by providing tools to assist across the investment lifecycle including:

  • Research investment strategies
  • Conduct due diligence
  • Build portfolios
  • Generate client proposal and reports
  • Provide transparent fees

SMArtX helps advisors save time:

  • Proposal generation with client signing page
  • Integrated account opening
  • Comprehensive lineup of investment strategies
  • Click to allocate/ liquidate technology
  • Portfolio creation and customization

SMArtX helps advisors scale their business through:

  • Integration with select SS&C Advent portfolio management products
  • Custom portfolios for each client
  • Single portfolio for multiple clients
  • Centralized source of investments
  • Access to Strategy-level data through Advent Custodial Data