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SMArtY

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Our manager-sponsored strategist program combines access to sponsored off the shelf and sponsored custom investment solutions with the power of SMArtX’s UMA technology and award-winning tools. Outsource your investment management to world-class asset managers so you can focus on other financial and estate planning responsibilities. 

  • Manager-sponsored custom and off-the-shelf models

The Manager-Sponsored Solution for Outsourced Management

SMArtX platform as the technology backbone, blends all the UMA and portfolio management capabilities with manager-sponsored solutions and a curated investment lineup .  Asset managers distribute their strategies inside SMArtY, while advisors gain a turn-key and access for building custom model solutions,  pre-configured marketplace for portfolio construction, trading, and ongoing management. 

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Sponsored Model Solutions

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Custom Model Providers

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Tax-Overlay Tools

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UMA Account Structure

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Benefits

Transform your advisory services with SMArtY’s fully integrated, intuitive platform. 

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Turnkey Implementation

Transform your advisory services with SMArtY’s fully integrated, intuitive platform. 

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Curated Investment Strategies

Access a lineup of manager strategies already vetted and integrated within SMArtY.
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Custom Model Solutions

 Co-develop custom models with asset managers to align with your firm’s strategy.

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Full SMArtX Trading and Reporting Power

SMArtY gives advisors access to the real-time trading and sleeve-level performance reporting they need for smarter investing.
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Reduced Operational Burden

SMArtY bundles automation technology with investment options for streamlined administration. 
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Seamless Client Experience

Fully integrate your workflows for a more reliable client experience.

Features

Gain access to comprehensive features to outsource investment management and feel confident in your clients’ outcomes. 

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Manager-Sponsored Off-the-Shelf Models

Select from a range of pre-built investment strategies created and sponsored by an asset manager.
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Manager-Sponsored Custom Models

Work directly with asset managers to customize allocations, security selection, or guidelines to your firm’s needs. 
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Advanced UMA Account Structure

Support multi-strategy portfolios, custom allocations, and tax-aware sleeves within a single unified managed account (UMA).

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Sleeve-Level Performance

View exposure, performance, and risk at the sleeve level to understand how every strategy contributes to client outcomes.

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Tax-Impact Rebalancer

Automated daily account reviews, monitor drift, manage cash variances, and protect after-tax returns with smart scenario-based trade suggestions.

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Tax Transition

Shift legacy holdings into new strategies while minimizing tax drag and preserving after-tax value.

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Model Comparison

Seamlessly compare and evaluate model portfolios side-by-side to predict holdings overlap before shifting strategies

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Tax Loss Harvesting

Run large-scale, automated tax-loss harvesting with wash-sale prevention and household-level controls.

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Manager Marketplace

Access 1,500+ model portfolios, manager-traded strategies, sponsored structures, and custom solutions from 350+ asset managers.

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Proposal Generation

Create dynamic client-facing proposals aligned to goals, risk, and model selections—all in a single workflow.

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Cash Management

Automate systematic or event-driven transactions to support DCA, RMDs, distributions, and household cash goals.

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Exclusions & Substitutions

Customize portfolios with client-specific restrictions while maintaining consistent management across your book.

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Rep-Directed Trading

Control allocations, manage individual positions, and execute trades, all within their own sleeve.