OUTSOURCED CIO

OCIO Services

Investment advisors can leverage SMArtX Advisory Solution’s Outsourced CIO Services to construct customized investment portfolios consisting of managers on the SMArtX platform. Our Chief Strategist will discuss investment objectives with each advisor and help to create suitable, custom solutions for their client base.

Our OCIO Services can also expand their offering to include advisor-created portfolios, conference calls, webinars, and in-person meetings.

ADVISOR-CREATED
PORTFOLIOS

CONFERENCE
CALLS

LIVE
WEBINARS

IN-PERSON
MEETINGS

TAMP Platform

SMArtX DEPLOY

SMArtX DEPLOY enables firms to have their own TAMP platform. Fully white-labelled, with curated strategies and customized functionality, DEPLOY caters to firms in multiple ways.

Asset Managers: Leverage and scale your SMA business by maintaining direct, dual contract business through your own TAMP. Feature legacy and incubated strategies, open client accounts, and allocate to a combination of your strategies with the click of a button via Unified Managed Accounts. SMArtX does all the trading so you can focus on your client relationships.

Advisors & Broker/Dealers: Create your own TAMP platform with fully curated third party asset manager strategies, your own internal investment strategies, and customized platform functionality to meet your needs.