SMArtX is the first platform featuring traditional, alternative, and direct index 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.
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 is the only firm to offer investors traditional and alternative strategies in a single UMA investment. Advisors can choose from long only, long/short, market neutral, and options strategies, which are all executed through a single brokerage account.
SMArtX provides intra-day information on almost all aspects of the platform. We provide intra-day performance reporting on all strategies, holdings for all accounts, and valuations on all portfolios.
Our intra-day functionality enables advisors to allocate to strategies during the trading day instead of having to wait for end-of-day or T+1 allocations. Using the same technology, advisors can liquidate their strategy allocations at any time of the trading day, and the corresponding securities are put out as market orders.
The average minimum allocation for both traditional and alternative strategies is $20,000. Now advisors can have a truly diversified exposure, even with smaller account sizes.
The SMArtX platform is completely self-directed and customizable. Advisors can create portfolios consisting of as many strategies as required to achieve a desired risk/reward profile.
SMArtX allows advisors to deploy leverage through client accounts to increase market exposure to any given strategy.
SMArtX offers “View Only” solutions for advisors who prefer to share portfolio-level information with their clients.
Advisor as a PM, Rebalancer, and Drift Management
SMArtX’s simple, streamlined APM functionality was designed to help advisors save time and scale their ability to manage all their client portfolios in one dashboard.
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