Platform Features
Modern infrastructure to streamline workflows, personalize portfolios, and expand investment access—all from one unified platform.
Categories
Features
Advanced UMA Account Structure
SMArtX’s UMA framework consolidates complex portfolios into a single account. Advisors can combine model-traded, manager-traded, rep-directed strategies, and custom allocations while maintaining control, real-time visibility, and operational efficiency.
Sleeve-Level Performance
Measure and report performance for each sleeve within a UMA. Advisors gain granular insight into how each component contributes to total account results, enabling smarter portfolio analysis and client reporting.
Tax-Impact Rebalancer
SMArtX automatically analyzes accounts for trading opportunities such as cash imbalances or positions out of tolerance. Advisors receive trade proposals that account for tax impact, streamlining rebalancing while preserving efficiency and tax compliance.
Tax Transition
Transition client assets into new strategies in a tax-efficient manner. SMArtX helps minimize the tax impact of moving holdings while maintaining alignment with investment objectives.
Tax Loss Harvesting
Automate tax-loss harvesting at scale across households and accounts. SMArtX schedules events, prevents wash-sale violations, and enables efficient execution across high volumes of accounts.
Investment Products Marketplace
Access 1,500+ strategies from 350+ asset managers in one integrated marketplace. Evaluate third-party models, manager-traded strategies, sponsored solutions, and standalone funds to simplify portfolio construction.
Proposal Generation
Combine third-party products and calculate performance net of fees to generate client-ready proposals. SMArtX streamlines creation, benchmarking, and export of actionable documents for advisors.
Cash Management
Facilitate deposits, withdrawals, and systematic contributions. SMArtX supports actions like RMDs and dollar-cost averaging, ensuring accounts stay balanced and aligned with portfolio objectives.
Exclusions & Substitutions
Exclude or substitute securities at the account level without disrupting overall portfolio management. SMArtX lets advisors customize portfolios for individual client needs while maintaining standardized processes.
Model Comparison
Match existing model holdings to SMArtX strategies to accelerate transitions and reduce research time. Maintain portfolio consistency while onboarding new or updated models.
Hierarchy-Driven Fee Standardization
Establish standardized fee schedules at enterprise, rep, account, or sleeve levels. BillPro ensures efficient, precise fee management across high-volume accounts.
Fee Schedule Customization & Flexibility
Create flexible fee schedules with scenario-based overrides for different client segments or account types. Apply multiple schedules per tier while maintaining accuracy and compliance.
Billing Cash Flow Management
Track deposits, withdrawals, and transfers automatically with BillPro’s true-up system. Eliminate manual adjustments and ensure accurate billing across all accounts.
Analytics
Gain actionable insights into advisor activity, product adoption, flows, and platform positioning. SMArtX Analytics helps identify growth opportunities and optimize distribution.
Data Exchange
Normalize custodial, asset manager, and other data sources. Automate reconciliation and generate standard or custom reports at the sleeve level for ingestion into client data warehouses.
APIs
Enterprise-grade APIs provide real-time access to SMArtX portfolio management, reporting calculations, and investment infrastructure. Build custom user experiences, automate workflows, and streamline workflows.
Web-Components
Modular, production-ready micro-frontends embed workflows like trading, rebalancing, and model marketplace access. Complement APIs to reduce development and maintenance costs while creating a unified advisor experience.
Front End UI/UX
Out-of-the-box, private-label front-end platform delivering a complete managed account solution. Intuitive, ready-to-use interface requires no development.
Tax-Impact Rebalancer
SMArtX automatically analyzes accounts for trading opportunities such as cash imbalances or positions out of tolerance. Advisors receive trade proposals that account for tax impact, streamlining rebalancing while preserving efficiency and tax compliance.
Tax Transition
Transition client assets into new strategies in a tax-efficient manner. SMArtX helps minimize the tax impact of moving holdings while maintaining alignment with investment objectives.
Tax Loss Harvesting
Automate tax-loss harvesting at scale across households and accounts. SMArtX schedules events, prevents wash-sale violations, and enables efficient execution across high volumes of accounts.
Advanced UMA Account Structure
SMArtX’s UMA framework consolidates complex portfolios into a single account. Advisors can combine model-traded, manager-traded, rep-directed strategies, and custom allocations while maintaining control, real-time visibility, and operational efficiency.
Sleeve-Level Performance
Measure and report performance for each sleeve within a UMA. Advisors gain granular insight into how each component contributes to total account results, enabling smarter portfolio analysis and client reporting.
Investment Products Marketplace
Access 1,500+ strategies from 350+ asset managers in one integrated marketplace. Evaluate third-party models, manager-traded strategies, sponsored solutions, and standalone funds to simplify portfolio construction.
Proposal Generation
Combine third-party products and calculate performance net of fees to generate client-ready proposals. SMArtX streamlines creation, benchmarking, and export of actionable documents for advisors.
Model Comparison
Match existing model holdings to SMArtX strategies to accelerate transitions and reduce research time. Maintain portfolio consistency while onboarding new or updated models.
Hierarchy-Driven Fee Standardization
Establish standardized fee schedules at enterprise, rep, account, or sleeve levels. BillPro ensures efficient, precise fee management across high-volume accounts.
Fee Schedule Customization & Flexibility
Create flexible fee schedules with scenario-based overrides for different client segments or account types. Apply multiple schedules per tier while maintaining accuracy and compliance.
Billing Cash Flow Management
Track deposits, withdrawals, and transfers automatically with BillPro’s true-up system. Eliminate manual adjustments and ensure accurate billing across all accounts.
Advanced UMA Account Structure
SMArtX’s UMA framework consolidates complex portfolios into a single account. Advisors can combine model-traded, manager-traded, rep-directed strategies, and custom allocations while maintaining control, real-time visibility, and operational efficiency.
Sleeve-Level Performance
Measure and report performance for each sleeve within a UMA. Advisors gain granular insight into how each component contributes to total account results, enabling smarter portfolio analysis and client reporting.
Tax-Impact Rebalancer
SMArtX automatically analyzes accounts for trading opportunities such as cash imbalances or positions out of tolerance. Advisors receive trade proposals that account for tax impact, streamlining rebalancing while preserving efficiency and tax compliance.
Tax Transition
Transition client assets into new strategies in a tax-efficient manner. SMArtX helps minimize the tax impact of moving holdings while maintaining alignment with investment objectives.
Tax Loss Harvesting
Automate tax-loss harvesting at scale across households and accounts. SMArtX schedules events, prevents wash-sale violations, and enables efficient execution across high volumes of accounts.
Cash Management
Facilitate deposits, withdrawals, and systematic contributions. SMArtX supports actions like RMDs and dollar-cost averaging, ensuring accounts stay balanced and aligned with portfolio objectives.
Exclusions & Substitutions
Exclude or substitute securities at the account level without disrupting overall portfolio management. SMArtX lets advisors customize portfolios for individual client needs while maintaining standardized processes.
Advanced UMA Account Structure
SMArtX’s UMA framework consolidates complex portfolios into a single account. Advisors can combine model-traded, manager-traded, rep-directed strategies, and custom allocations while maintaining control, real-time visibility, and operational efficiency.
Sleeve-Level Performance
Measure and report performance for each sleeve within a UMA. Advisors gain granular insight into how each component contributes to total account results, enabling smarter portfolio analysis and client reporting.
Analytics
Gain actionable insights into advisor activity, product adoption, flows, and platform positioning. SMArtX Analytics helps identify growth opportunities and optimize distribution.
Data Exchange
Normalize custodial, asset manager, and other data sources. Automate reconciliation and generate standard or custom reports at the sleeve level for ingestion into client data warehouses.
APIs
Enterprise-grade APIs provide real-time access to SMArtX portfolio management, reporting calculations, and investment infrastructure. Build custom user experiences, automate workflows, and streamline workflows.
Web-Components
Modular, production-ready micro-frontends embed workflows like trading, rebalancing, and model marketplace access. Complement APIs to reduce development and maintenance costs while creating a unified advisor experience.
Front End UI/UX
Out-of-the-box, private-label front-end platform delivering a complete managed account solution. Intuitive, ready-to-use interface requires no development.
Hierarchy-Driven Fee Standardization
Establish standardized fee schedules at enterprise, rep, account, or sleeve levels. BillPro ensures efficient, precise fee management across high-volume accounts.
Fee Schedule Customization & Flexibility
Create flexible fee schedules with scenario-based overrides for different client segments or account types. Apply multiple schedules per tier while maintaining accuracy and compliance.
Billing Cash Flow Management
Track deposits, withdrawals, and transfers automatically with BillPro’s true-up system. Eliminate manual adjustments and ensure accurate billing across all accounts.
Advanced UMA Account Structure
SMArtX’s UMA framework consolidates complex portfolios into a single account. Advisors can combine model-traded, manager-traded, rep-directed strategies, and custom allocations while maintaining control, real-time visibility, and operational efficiency.
Sleeve-Level Performance
Measure and report performance for each sleeve within a UMA. Advisors gain granular insight into how each component contributes to total account results, enabling smarter portfolio analysis and client reporting.
Tax-Impact Rebalancer
SMArtX automatically analyzes accounts for trading opportunities such as cash imbalances or positions out of tolerance. Advisors receive trade proposals that account for tax impact, streamlining rebalancing while preserving efficiency and tax compliance.
Tax Transition
Transition client assets into new strategies in a tax-efficient manner. SMArtX helps minimize the tax impact of moving holdings while maintaining alignment with investment objectives.
Tax Loss Harvesting
Automate tax-loss harvesting at scale across households and accounts. SMArtX schedules events, prevents wash-sale violations, and enables efficient execution across high volumes of accounts.
Investment Products Marketplace
Access 1,500+ strategies from 350+ asset managers in one integrated marketplace. Evaluate third-party models, manager-traded strategies, sponsored solutions, and standalone funds to simplify portfolio construction.
Proposal Generation
Combine third-party products and calculate performance net of fees to generate client-ready proposals. SMArtX streamlines creation, benchmarking, and export of actionable documents for advisors.
Cash Management
Facilitate deposits, withdrawals, and systematic contributions. SMArtX supports actions like RMDs and dollar-cost averaging, ensuring accounts stay balanced and aligned with portfolio objectives.
Exclusions & Substitutions
Exclude or substitute securities at the account level without disrupting overall portfolio management. SMArtX lets advisors customize portfolios for individual client needs while maintaining standardized processes.
Model Comparison
Match existing model holdings to SMArtX strategies to accelerate transitions and reduce research time. Maintain portfolio consistency while onboarding new or updated models.
Hierarchy-Driven Fee Standardization
Establish standardized fee schedules at enterprise, rep, account, or sleeve levels. BillPro ensures efficient, precise fee management across high-volume accounts.
Fee Schedule Customization & Flexibility
Create flexible fee schedules with scenario-based overrides for different client segments or account types. Apply multiple schedules per tier while maintaining accuracy and compliance.
Billing Cash Flow Management
Track deposits, withdrawals, and transfers automatically with BillPro’s true-up system. Eliminate manual adjustments and ensure accurate billing across all accounts.
Analytics
Gain actionable insights into advisor activity, product adoption, flows, and platform positioning. SMArtX Analytics helps identify growth opportunities and optimize distribution.
Data Exchange
Normalize custodial, asset manager, and other data sources. Automate reconciliation and generate standard or custom reports at the sleeve level for ingestion into client data warehouses.
APIs
Enterprise-grade APIs provide real-time access to SMArtX portfolio management, reporting calculations, and investment infrastructure. Build custom user experiences, automate workflows, and streamline workflows.
Web-Components
Modular, production-ready micro-frontends embed workflows like trading, rebalancing, and model marketplace access. Complement APIs to reduce development and maintenance costs while creating a unified advisor experience.
Front End UI/UX
Out-of-the-box, private-label front-end platform delivering a complete managed account solution. Intuitive, ready-to-use interface requires no development.