SMArtXChange is the first platform to feature traditional, alternative, and direct index strategies traded in a UMA structure. Our strategies, real-time reporting, efficient trading process, nextgen portfolio builder and maintenance tools, and customization abilities offer advisors a managed account experience
like no other.

SECURITY

Separately managed accounts are one of the most secure ways to invest.

ADVISOR AS A PM

Customize and assign portfolios comprised of strategies, individual securities, mutual funds, and ETFs across multiple client accounts.

ACCESS

Allocate to institutional investment strategies with the click of a button.

WHITE LABEL

Platform interface, billing, and reporting can be completely suited to your firm’s specifications.

LIQUIDITY

Intra-day liquidity with no lock up and no penalties for redemptions

CURATED LISTS

Create modified lists to only offer advisors specific strategies approved by your firm, or combine them to make new ones.

TRANSPARENCY

All securities are traded directly into your client’s brokerage account

REBALANCER

Our rebalancing and drift management tools help to manage existing allocations, and we do all the trading.

SMArtXChange is constantly expanding its investment options through advisor referrals and independent sourcing of managers.

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Investment Strategies
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Investment Firms
SMArtXChange

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

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.

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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
Account Opening
Portfolio Building
Portfolio Management