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Manager Marketplace

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Leverage our curated platform of third-party investment managers and strategies directly within the SMArtX interface. Gain access to a wide range of model portfolios, SMAs, and trusted strategies to streamline portfolio distribution and investment allocation.

  • 1,500+ investment strategies from over 325 world-class managers

Access Institutional-Grade Strategies Directly in the SMArtX Platform

SMArtX Marketplace offers asset managers a robust platform for distribution and visibility while providing advisors with seamless portfolio distribution and access. More than 325 asset managers trust SMArtX to amplify their presence in the market. Advisors leverage these trusted investment strategies to simplify their account management processes.

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Distribution and Visibility Platform for Asset Managers

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Model Delivery and Manager-Traded Frameworks

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Seamless Investment Allocation for Advisors

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Support for a Range of Investment Vehicles

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Benefits

Streamline portfolio construction without sacrificing due diligence. SMArtX’s Manager Marketplace offers a range of benefits for asset managers and advisors.

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Single-Contract Manager Access

Advisors gain access to 325+ managers and 1,500+ strategies in one unified platform.
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Broad Investment Vehicle Support

Select from a range of model delivery and manager-traded frameworks for diverse client needs.
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Consistent Data and Reporting

Integrated performance reporting offers an up-to-date, unified view of all strategies.

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Faster Discovery and Due Diligence

Quickly search, filter, and research strategies to pinpoint the right fit for client needs.
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Scalable Distribution for Managers

Asset managers benefit from visibility to a wide audience of seasoned advisors.
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Efficient Portfolio Construction

Build client portfolios faster without the manual workload or redundant paperwork.

Features

SMArtX’s Manager Marketplace consists of comprehensive, easy-to-use features for advisors and asset managers.

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Manager Dashboard and Distribution Hub

Asset managers can view and manage their strategies in a convenient dashboard.
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AUM and Allocation Oversight

Easily track how assets under management are allocated to each manager or strategy in real-time.
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Research Upload

Asset managers can upload marketing materials, whitepapers, and investment research directly to the platform to simplify due diligence for advisors.
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Performance Track Record Calculation

SMArtX automatically calculates performance history for every strategy so advisors can quickly compare managers across the board.
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Quantitative Metric Calculation

Our technology computes key risk and performance statistics directly from account data for more data-driven decisions.
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Product Filters and Sorting Capabilities

Advisors can sort by investment strategies using highly specific filters and criteria to cater to their clients’ portfolios and investment goals.