Meet the SmartX Rebalancer:
POWERING ADVISOR DECISION-MAKING WITH ADVANCED ANALYTICS
Supercharge your daily workflows with better control of customer after-tax outcomes.
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POWER ADVISOR DECISION-MAKING WITH ADVANCED ANALYTICS
The all-new SmartX Rebalancer is here. With advanced analytics embedded directly into the dashboard, the SmartX Rebalancer allows you to quickly find, decide, and execute by providing actionable data fully integrated into the workflows. Best of all, we integrated the new SmartX Tax Impact Calculator, so you can control your clients’ after-tax performance in one application.
GO FROM DATA WRANGLER TO ADVANCED ANALYTICS
Gain Operational Efficiency
Automate gathering data so that you can focus on analysis and decision-making.
Integrated Tax Data
Seamlessly integrate your custodian’s tax data, eliminating manual entry and saving you valuable time.
Smarter Decisions for Your Clients
Equip yourself with powerful analytics to confidently manage your client portfolios effectively and navigate client tax burdens.
discover the enhanced smartx rebalancer
Data-Driven Workflows
Use advanced analytics to find, decide, and execute in the SmartX Rebalancer. Leverage drift analysis, cash tolerance, and account attributes for a more targeted approach.
Insightful Analytics
Use data to rebalance at scale. By working top-down, you can quickly decide which accounts need deeper analysis before rebalancing, especially when analyzing tax impact.
Tax Impact Analysis:
Use the SmartX Tax Impact Calculator to make smarter decisions about after-tax outcomes for clients quickly and efficiently.
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FAQS
How does the new SmartX Rebalancer improve my advisory practice?
The SmartX Rebalancer uses data analytics to help you make decisions faster and more confidently. With data-driven workflows, you can scale your process without spending time gathering and processing data. The analytics are there for you, so you just need to decide what to do next.
What will the enhanced tool let me do?
The integration of the SmartX Tax Impact Calculator into the SmartX Rebalancer allows advisors to more easily surface meaningful data analytics so they can gain operational efficiency, minimize the burden of manual processes, streamline data analysis, and make more informed, impactful decisions on behalf of their clients.
What did you change in the tool?
We are providing more advanced analytics, including drift analysis, cash analysis, and integrating the new SmartX Tax Impact Calculator. Additionally, we integrated the analytics into the workflows so that the data can actually be used to help you scale your rebalancing process.
Is there an additional cost for these new features?
No. The SmartX Rebalancer is included as part of the overall SmartX Platform solution, with no additional costs.
CAN I SEE A DEMO OF THE NEW FEATURES?
Absolutely – watch here. Or schedule a personalized demo request below.
ABOUT SMARTX
SMArtX is revolutionizing managed account administration in wealth management. Through cutting-edge technology that automates investment processes and simplifies client account management, it’s the future-forward solution for advisory firms, asset managers, TAMPs, and custodians seeking to defy the limitations of managed account technology as it exists today.
Modernize asset management with SMArtX: The Foundation of Innovation