SMArtX Advisory Solution’s 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.
What Makes Us Different for Managers?
Our simple Manager Dashboard shows the strategy’s intra-day portfolio allocation that can be adjusted with a simple entry and two-step verification process.
For strategies that trade more frequently, SMArtX 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 model portfolio updated intra-day.
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, intra-day representation of the investment portfolio. The program features:
Contact Us to Offer Your Strategy on SMArtX.
West Palm Beach, FL 33401