Get Started with Foundational How To Videos & Help
SMArtX’s video series features our experts walking through the advisor platform’s key features and functionality—covering the core workflows you’ll use regularly, as well as advanced workflows you may need at select times throughout the year.
Designed to guide a new SMArtX Advisor through your first days on the platform. It focuses on what to do, in what order, and where to pay attention — with internal links to the SMArtX Support Center for additional guidance.
Resource guides for mastering features and tools available within the SMArtX Advisor Portal.
The Practical Playbook: clear answers and proven best practices, all in one place.
The Practical Playbook: clear answers and proven best practices, all in one place.
The Practical Playbook: clear answers and proven best practices, all in one place.
The Practical Playbook: clear answers and proven best practices, all in one place.
The Practical Playbook: clear answers and proven best practices, all in one place.
The Practical Playbook: clear answers and proven best practices, all in one place.
The Practical Playbook: clear answers and proven best practices, all in one place.
The Practical Playbook: clear answers and proven best practices, all in one place.
How to Guide for Linking Accounts to SMArtX
2026 Product Release Notes and Guides
Answers to frequently asked questions.