The SMArt Xchange platform provides investment managers with a highly scalable, turnkey distribution platform, enabling access to investors around the world through model portfolio delivery.
Our technology also supports the DEPLOY program, a fully outsourced SMA solution to handle the day-to-day operations of your SMA business.
What makes us different for Managers?
Our simple Manager Dashboard shows the strategy’s real-time portfolio allocation that can be adjusted with a simple entry and 2 step verification process.
For strategies that trade more frequently, SMArt Xchange has the ability to automatically receive trade information directly from an investment firm’s broker/dealer and/or execution platform, which is then automatically re-scaled and executed by our systems to create a real-time model portfolio.