ANNOUNCING: A brand new look is coming to the SMArtX website October 1st, 2020!

Frequently asked questions
SMArtX Advisory Solutions is a unified managed accounts platform built for financial advisors. The platform provides advisors access to traditional and alternative investment strategies using model portfolios that are executed through a Unified Managed Account (UMA), and allocated to each client’s Separately Managed Account (SMA). This gives investors access to multiple investment strategies with the benefits of a UMA/SMA structure.