SMArtXChange is the first platform to feature traditional, alternative, and direct index strategies traded in a UMA structure. Our strategies, intra-day reporting, efficient trading process, nextgen portfolio builder and maintenance tools, and customization abilities offer advisors a managed account experience like no other.
What Makes Us Different for Advisors?
SMArtXChange is the only firm to offer investors traditional and alternative strategies in a single UMA investment. Advisors can choose from long only, long/short, market neutral, and options strategies, which are all executed through a single brokerage account.
SMArtXChange provides intra-day information on almost all aspects of the platform. We provide intra-day performance reporting on all strategies, holdings for all accounts, and valuations on all portfolios.
Our intra-day functionality enables advisors to allocate to strategies during the trading day instead of having to wait for end-of-day or T+1 allocations. Using the same technology, advisors can liquidate their strategy allocations at any time of the trading day, and the corresponding securities are put out as market orders.
Whenever a model manager makes a change in their portfolio, or an advisor changes a client portfolio, or a target allocation is updated, SMArtXChange does all the trading. There is no file to submit to different custodians, minimizing the delay of trades and bringing the return of portfolios with similar allocations into line.
SMArtXChange is constantly developing new, simple tools to complete complex tasks. Advisors can, to name a few, rebalance multiple client accounts with the click of a button; build portfolios and create white-labelled proposals; create set allocation targets of strategies and securities to deploy across multiple client accounts; utilize strict drift management guidelines and rebalance in seconds.
The average minimum allocation for both traditional and alternative strategies is $20,000. Now advisors can have a truly diversified exposure, even with smaller account sizes.
The SMArtXChange platform is completely self-directed and customizable. Advisors can create portfolios consisting of as many strategies as required to achieve a desired risk/reward profile.
SMArtXChange allows advisors to deploy leverage through client accounts to increase market exposure to any given strategy.
SMArtXChange offers “View Only” solutions for advisors who prefer to share portfolio-level information with their clients.
Advisor as a PM, Rebalancer, and Drift Management
SMArtXChange’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.
SMArtXChange 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