Leverage our curated platform of third-party investment managers and strategies directly within the SMArtX interface. Gain access to a wide range of model portfolios, SMAs, and trusted strategies to streamline portfolio distribution and investment allocation.
2,700+ investment strategies from over 375 world-class managers
SMArtX Marketplace offers asset managers a robust platform for distribution and visibility while providing advisors with seamless portfolio distribution and access to SMAs, manager-traded funds, custom models, long/short strategies, interval funds, and direct indexing. More than 375 asset managers trust SMArtX to amplify their presence in the market. Advisors leverage these trusted investment strategies to simplify their account management processes.
SMArtX Analytics gives asset managers powerful insights to grow their businesses. Gain a comprehensive view of your book of business, review detailed data on advisor activity, and uncover new opportunities to expand your reach. Analytics is backed by real-time platform data designed to inform smarter decisions.
Our new manager-sponsored strategist platform combines access to asset managers with the power of SMArtX’s UMA technology and award-winning tools. Outsource your investment management to world-class asset managers so you can focus on other financial and estate planning responsibilities.
Unlock operational efficiency, deliver personalized client experiences, and grow your business with a modern managed account platform.
Request a Demo
