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.

SECURITY

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

ADVISOR AS A PM

Customize and assign portfolios comprised of strategies, individual securities, mutual funds, and ETFs across multiple client accounts.

ACCESS

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

WHITE LABEL

Platform interface, billing, and reporting can be completely suited to your firm’s specifications.
 

LIQUIDITY

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

CURATED LISTS

Create modified lists to only offer advisors specific strategies approved by your firm, or combine them to make new ones.

TRANSPARENCY

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

REBALANCER

Our rebalancing and drift management tools help to manage existing allocations, and we do all the trading.
 

 SMArtX is constantly expanding its investment options through advisor referrals and independent sourcing of managers.

244
Investment Strategies
80
Investment Firms
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

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.

AMP31

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.