The SMArtX product library gives you access to around 1600 strategies from 350 different asset managers. It’s designed to make exploring, searching, and managing investment products quick and efficient.

From the dashboard - access the product library by choosing either the Search Products option or by clicking Investment Products in the left navigation menu.

The full list of available strategies appears on the page (your available models may differ from those shown below.)

Use the built-in filters functionality to search for specific strategy types.

Customize the data displayed in the view using the gear icon.

Save your favorite custom filters and / or add frequently used models to your personal favorites list for easy reference and faster decision-making.

This feature helps advisors identify models closely aligned with their existing holdings. By identifying models with overlapping positions, advisors can reduce unnecessary sales and avoid potential tax implications during transitions.

Select any strategy (Product Name hyperlink) to display the microsite tab showing detailed insights, including an overview, qualitative data, performance and statistics, plus manager research and fact sheets.

With SMArtX, you have all the information you need to perform effective manager due diligence—right at your fingertips. Use filters and favorites to streamline your workflow and focus on the strategies that matter most to you.