Manager Profiles

Through our Model Marketplace, SMArtX features access to over 1,000 third party investment strategies across traditional, alternative, and direct indexing strategies from the world’s largest asset managers.  The majority of the strategies are available through model delivery within a unified managed accounts (‘UMA’) structure, with all performance and holdings reporting available intra-day at the sleeve level. The remainder are strategies more suitable to a separately managed account (‘SMA’), which can be sourced, set up, and managed through our platform.

From large cap value to crypto, find them here all in one place and see what you can build for your clients.