SMArtXChange is the next evolution in managed accounts technology, catering exclusively to wealth advisors. The platform provides a single interface to manage traditional and alternative investment strategies through a UMA/SMA structure.

The platform’s NextGen technology enables wealth advisors to easily customize portfolios, allocate to a wide range of investment strategies and securities, and manage them on an on-going basis utilizing our Advisor as a PM, drift management, and rebalancer tools.

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SMArtXChange – Managed Accounts 2.0

SMArtXChange is the only platform providing advisors access to long only, long/short, short only, and options strategies through a single brokerage account.  We provide this access with low minimums, flat fees, and the benefits of real-time performance reporting and intra-day liquidity.

SMArtXChange offers advisors unparalleled portfolio flexibility and customizable investment solutions to meet each investor’s objective.

INSTITUTIONAL MONEY MANAGERS

All investment strategies are run by investment managers who are RIAs and subject to SMArtXChange’s comprehensive due diligence process.

CUSTOM PORTFOLIOS

SMArtXChange enables advisors to create customized multi-strategy portfolios based on specific investment objectives for each  client.

FLAT FEES

SMArtXChange charges a flat 20bps (tiers down) fee to access both traditional and alternative models on the platform.

RESEARCH

SMArtXChange provides information on the firm, strategy, personnel, and performance, enabling informed decisions based on qualitative and quantitative metrics.

WHITE LABEL FUNCTIONALITY

SMArtXChange offers integrated client billing and advisors can put their own name/brand on reports.

REAL-TIME ALLOCATIONS

Investing in any of the investment strategies is just as simple as buying a stock, and you receive real-time performance pricing, not next day NAV.

LIVE REPORTING

Real-time portfolio pricing and reporting provides a current value of each strategy and the entire investment portfolio at any time of the day.

SIMPLE 1099 TAX REPORTING

Through SMArtXChange’s custodians, clients receive consolidated tax reporting shortly after the year end.