Resources

Advisor Brochure / Manager Brochure / Manager Profile/ Videos / Articles/ Webinars/ White Papers/ OCIO

Advisor Brochure

SMArtX’s managed accounts technology is utilized by investment professionals across the industry.  Advisors streamline investment operations, broker-dealers construct home office based investment platforms, banks modernize their investment solutions, and more. SMArtX can be customized to meet your objectives, either through a completely customized managed accounts platform or through our off the shelf turnkey asset management platform.  Learn more about how our technology can help your business.

Manager Brochure

Model delivery of investment strategies has proved an effective tool to scale existing investment operations and increase turnkey distribution. However, separately managed accounts also still play a key role in strategy diversification. Whether you prefer model delivery, SMAs, or using SMArtX’s technology to run your own managed accounts platform, we can help getting your strategy in front of interested investors.

Manager Profiles

SMArtX features access to hundreds of third party investment strategies across traditional, alternative, and direct indexing strategies from the world’s largest asset managers. From large cap value to crypto, find them here all in one place and see what you can build for your clients.   

No Fee Trading

SMArtX Interview

Evan Rapoport, Founder & CEO, SMArtX, &
Jeff Kilburg, Founder & CEO, KKM Financial

SMArtX Videos

SMArtX features videos across a variety of topics affecting the managed accounts industry.  Discussions range from issues affecting the industry, new technology developments and how they affect investors, and best practices. Learn more about managed accounts technology, SMArtX Advisory Solutions, and more straight from the SMArtX leadership team. 

SMArtX Articles

SMArtX Advisory Solutions brings thought leadership, insights, and commentary on the managed accounts industry. The status quo is being changed at breakneck speed – stay on top of new developments and opinions on how technology shapes the industry.

Webinars

SMArtX features in webinars hosted by technology firms, managed accounts industry companies, and partners. 

White Papers

Thought leadership and insights on the managed accounts industry and how it can help to more efficiently manage your business. 

Outsourced Chief Investment Officer

SMArtX offers the services of our Chief Investment Strategist to help develop custom portfolios for your clients.  We can work with your firm to review risk/reward objectives. portfolio sizes, and more to help determine suitable portfolios for your clients. Portfolios can  include individual securities, in-house strategies, and strategies from our diverse platform of long only, index, and alternative solutions. 

Advisor Brochure

 

Manager Brochure

 

Manager Profiles