SMArtY: Free Wealth Management for Financial Advisors

“SMArtY breaks new ground in applying managed accounts technology to the wealth advisory industry with a free solution that caters to advisors needs,” said Evan Rapoport, Founder & CEO of SMArtX Advisory Solutions. “By creating SMArtY, we are able to give advisors and their clients access to world-class investment solutions and award-winning managed accounts technology to deliver superior outcomes at no cost, which means everyone wins.”

SMArtY offers ﬁnancial advisors free access to many of the robust features of the SMArtX TAMP including a portfolio construction tool, cash management tools, tax impact, and tax harvesting technology. SMArtY is an entirely free wealth management platform providing access to models’ within a UMA structure and automating an advisor’s account management workflow, enabling ﬁnancial advisors to focus more on other revenue-producing activities.

Read more about SMArtY in this article from FinancialPlanning.

“The creation of SMArtY leverages managed accounts technology that helps advisors scale their business, and offers it in a simple, straight-forward, free solution. It is a testament to the true flexibility and power of building a managed accounts technology firm from the ground up,” remarked Jonathan Pincus, President & COO.

The SMArtY platform will continue to expand its roster of asset managers and features over the summer of 2023. To learn more about SMArtY and sign up for the waitlist HERE.

About SMArtX Advisory Solutions

SMArtX Advisory Solutions is an award-winning unified managed accounts technology provider and manages SMArtX, a turnkey asset management platform (‘TAMP’). SMArtX’s API-first, cloud-native technology operates within a modular, micro-services architecture, providing clients a tailored solution catered to their unique specifications. SMArtX is available as an off-the-shelf TAMP for advisors seeking wider selection of investment product and ease of use, while automating the investment processes and simplifying the everyday tasks of managing client accounts. SMArtX also licenses its proprietary technology to enterprise firms looking to create, customize, or upgrade their existing managed accounts technology as a standalone or fully integrated solution. SMArtX is the managed account technology and TAMP platform of choice for multiple RIAs, broker-dealers, and asset managers. Learn more at www.smartxadvisory.com

Key Features of SMArtY

SMArtY offers a suite of powerful features designed to enhance the efficiency and effectiveness of financial advisors. Among these features are a sophisticated portfolio construction tool, cash management capabilities, and advanced tax impact analysis, all aimed at streamlining the advisory process.

Additionally, SMArtY includes tax harvesting technology, which allows advisors to optimize their clients' investment strategies by minimizing tax liabilities. This comprehensive toolkit empowers advisors to provide tailored solutions that meet the unique needs of their clients, thereby enhancing client satisfaction and retention.

Benefits of Using SMArtY for Financial Advisors

Financial advisors can significantly benefit from utilizing the SMArtY platform, as it provides access to world-class investment solutions at no cost. This free offering allows advisors to leverage advanced technology without the burden of additional expenses, enabling them to focus on delivering value to their clients.

Moreover, by adopting SMArtY, advisors can enhance their operational efficiency and scalability. The platform's user-friendly interface and robust features facilitate smoother workflows, allowing advisors to manage their client accounts more effectively and spend more time on strategic advisory activities.

How SMArtY Enhances Client Service

SMArtY is designed not only to improve the operational capabilities of financial advisors but also to enhance the overall client service experience. By providing tools that facilitate better communication and transparency, advisors can keep their clients informed and engaged throughout the investment process.

Furthermore, the platform’s advanced analytics and reporting features enable advisors to present clear insights and performance metrics to their clients. This level of transparency fosters trust and strengthens the advisor-client relationship, ultimately contributing to better client outcomes.

Getting Started with SMArtY

Getting started with SMArtY is a straightforward process that allows financial advisors to quickly integrate the platform into their existing workflows. Advisors can sign up for free and gain immediate access to the extensive features offered by the platform.

Once registered, users can explore the intuitive interface and begin utilizing the various tools available to enhance their investment management practices. With dedicated support resources and tutorials, SMArtX ensures that advisors can effectively leverage SMArtY to its fullest potential.