SMArtX

Product Type:

Portfolio Management Tool | Investment Analytics Tool | Trading/Rebalancing Tool | Unified Managed Accounts | Due Diligence

SMArtX provides a simple, seamless interface to research and build investment portfolios of third party manager’s investment strategies. These portfolios can consist of traditional, alternative, and direct index strategies, which can be complemented with individual securities, mutual funds, and ETFs. Our platform enables advisors to research individual strategies and firms, construct and analyze custom portfolios, and assign these custom portfolio across multiple client accounts with the click of a button. SMArtX is a real-time platform, where we do all trading in real-time to help maintain the integrity of the strategies. We also have intra-day allocation/liquidation for all strategies, and provide portfolio and sleeve-level reporting in real-time, enabling transparent and timely information flow.

INTEGRATION:

SS&C Advent, Charles Schwab, TD Ameritrade, Interactive Brokers.

PRICING:

Tiers based on assets

FREE TRIAL AVAILABLE?

Yes, but only upon request.

powered BY:

HedgeCoVest

COMPANY ABOUT US:

SMArtX is the next evolution in Unified Managed Accounts. A full service TAMP and directly integrated into SS&C Advent, SMArtX provides advisors with access to traditional, alternative, and index strategies through a single account structure.

CONTACT:

Phone: (561) 578-4439

E-mail: [email protected]