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.
Track product adoption, top prospects, platform positioning, and more
Manually tracking performance across dozens of client accounts can be time-consuming and lack the insights necessary to make informed business decisions. With SMArtX Analytics, asset managers gain access to real-time data to understand performance, pinpoint growth opportunities, and adjust their investment strategies as needed.
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.
Unlock operational efficiency, deliver personalized client experiences, and grow your business with a modern managed account platform.
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