The SMArtXChange platform provides investment managers with a highly scalable, turnkey distribution platform, enabling access to investors around the world through model portfolio delivery.

 

Our technology also supports the DEPLOY program, a fully outsourced SMA solution to handle the day-to-day operations of your SMA business.

The SMArtXChange is open to any registered investment advisor and broker/dealer firm. The current market environment is quite sizable.

Source: RIA Database

4067
Firms
46
Trillion AUM
SmartXChange

What makes us different for Managers?

Whenever SMArtXChange receives a portfolio update, our systems will immediately trade the portfolio on a best efforts basis. This help to maintain the integrity of the investment strategy and decrease dispersion among accounts.
Low Turnover Strategies

Our simple Manager Dashboard shows the strategy’s real-time portfolio allocation that can be adjusted with a simple entry and 2 step verification process.

High Turnover Strategies

For strategies that trade more frequently, SMArtXChange has the ability to automatically receive trade information directly from an investment firm’s broker/dealer and/or execution platform, which is then automatically re-scaled and executed by our systems to create a real-time model portfolio.

The DEPLOY program streamlines middle and back office operations to lower the burden of running SMAs.  Investment firms use a single dashboard to make portfolio adjustments, and trades are implemented across all linked SMAs, regardless of the custodian, to facilitate the effective, real-time representation of the investment portfolio. The program features:

Hosted client onboarding

Single sign on

Trade rotation

White label reporting and user interface

Trade execution

Automated billing

Trade reconciliation and handling trade breaks

GIPS/client reporting

SMArtXChange

Contact Us to Offer Your Strategy on SMArt Xchange