Asset Managers

Drive Your Product Distribution

Powerful Distribution Technology for Asset Managers

Sophisticated Insights

Institutional-grade analytics provide clear insights into strategy performance and advisor adoption, enabling smarter distribution decisions.

Configurable Distribution

Flexible solutions adapt to your business, from white-label delivery to custom model sleeves and tailored investment restrictions.

Solutions for Asset Managers

SMArtX

Unified managed accounts (UMA) platform for streamlined portfolio management. Bridge distribution with advisor allocation to execute trades, automate rebalancing reviews, manage tax overlays, and track portfolios at the sleeve level.

BillPro

Simplify complex fee arrangements with precise, automated billing. Consolidate billing across clients and strategies while accessing real-time updates.

Analytics

Gain full visibility into your book of business. Track advisor activity, platform positioning, top prospects, and product adoption to uncover growth opportunities.

Manager Marketplace

Directly distribute your strategies to SMArtX’s advisor network through one integrated platform—streamline account management and reach advisors faster.

Why Asset Managers Choose SMArtX

Integrated Distribution

Connect directly to RIAs, broker-dealers, and wealth platforms in one unified infrastructure. Simplify onboarding and scale strategy distribution effortlessly.

Model Access

Deliver models directly through SMArtX for fast updates, automatic trading, and streamlined allocations, with full transparency into usage and adoption.

Investment Differentiation

Distribute alternative strategies—including semi-liquid alts, long/short, option overlay, interval funds, and DAFs—alongside traditional products.

Benefits of Using SMArtX Technology

SMArtX technology offers a multitude of benefits that enhance the operational efficiency of asset managers. By leveraging cutting-edge tools, asset managers can streamline their workflows, improve client engagement, and achieve greater scalability in their distribution efforts.

For instance, the integrated analytics feature provides actionable insights into advisor activity and product performance, enabling asset managers to make data-driven decisions. Additionally, the customizable user interface allows for a tailored experience, ensuring that each advisor can access the information and tools they need to succeed.

Case Studies: Success Stories with SMArtX

Numerous asset managers have successfully transformed their operations through SMArtX solutions, showcasing the platform's effectiveness in real-world scenarios. These case studies illustrate how firms have achieved significant improvements in distribution efficiency and client satisfaction.

For example, one asset management firm reported a 30% increase in product adoption after implementing SMArtX's analytics and distribution tools. With the ability to track performance metrics and refine their strategies, they were able to better meet the needs of their clients and advisors alike.

Future Trends in Asset Management Technology

The landscape of asset management technology is constantly evolving, and staying ahead of trends is crucial for asset managers. Innovations such as artificial intelligence, machine learning, and enhanced data analytics are shaping the future of investment strategies and distribution.

As these technologies continue to develop, asset managers who adopt advanced solutions like SMArtX will be better positioned to leverage new opportunities. For instance, predictive analytics can help firms anticipate market shifts and client needs, allowing them to adapt their strategies proactively.

Getting Started with SMArtX Advisory Solutions

Embarking on your journey with SMArtX is straightforward and designed to ensure a seamless transition for asset managers. The onboarding process includes comprehensive support and training, allowing firms to quickly integrate the platform into their existing operations.

Moreover, prospective users can easily request a demo to explore the features and functionalities of SMArtX. This hands-on experience provides valuable insights into how the platform can be tailored to meet specific business needs and enhance overall performance.