SMArtX hosts third party managed strategies, or models. The 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 Home Dashboard

The Products tab will open next to the Home tab with a list of the available strategies

There are a variety of actions that can be done:

Click the filter icon to bring up available filters that you can use to easily sort through the many strategies and models available on the SMArtX platform.

To filter the available strategies:

From the Create Filter pop, customize what you're looking for by:

Follow the prompts to customize. Once complete:

Researching the model is easy and at your fingertips!

The microsite contains detailed research including performance, statistics and background information on the managers

The full list of holdings is displayed by navigating to the account details page.

Click on Holdings next to the specific model sleeve to view the holdings.

The Help Me Find Models tool is designed to make transitioning models to the SMArtX platform seamless. By matching existing model holdings to existing strategies on SMArtX, efficiency is gained in the time taken to research and add models to the Portfolio Builder.

Files may be uploaded to use the Help Me Find Models tool. A Drag and Drop capability is available to easily upload a file that is already created. A Template is available to download. Fill in the template with the applicable Tickers and Quantities. Upload the file with the Ticker and Quantity columns. The uploaded file must include headers, and the securities included must be US-based

When a CSV (Comma Separated Value) file has been uploaded, the Submit button will be available. Once a file has been uploaded and submitted, the results page will be displayed. Along the top of the results page these are four values:

A model is considered a match if at least 1 holding in the uploaded portfolio exists in a model. The tool assumes an allocation size equivalent to the value of the assets uploaded and displays the security quantities to make an allocation of that size.

Clicking on the arrow to the right of any of the model results will expand the page. This shows a detailed view of the securities that match the uploaded file. For each matching holding, the uploaded quantity and value will be shown next to the percentage, quantity and value of the model. Finally, the difference in shares and value will be displayed. To the right of the statistics, the matching model holdings will be shown in a chart.

Checkboxes next to the model names are available for selection. When one or more models are selected, the Build Portfolio button will become available.

Clicking the Build Portfolio button presents the Portfolio Builder with the selected models pre-populated in the Selected Models column.

The Builder tab provides the Available Models to the left where you can select by dragging models to the Selected Models box on the right.

The minimum investment will adjust as the model weight changes. A benchmark is chosen below the Minimum Investment for portfolio comparison. This is completed before proceeding to Generate Historical Performance.

When the historical performance is generated, a graph is presented that represents the performance of the selected models which are aggregated into one portfolio compared to your selected benchmark.

A breakdown of each underlying model against the benchmark is available. By scrolling down the page the statistics and information about the portfolio are displayed.

When exiting the Portfolio Builder tab, the portfolio in its current form is not saved in the SMArtX platform. Save a portfolio in SMArtX, by clicking the Create Target Portfolio button. This will place the portfolio into a target.

Be sure to Save your allocation setup as a target portfolio so it’s ready for implementation.

This process streamlines proposal creation and comparison, making your client meetings more efficient and impactful. Use the proposal tool to visualize portfolios, save time, and deliver professional reports with confidence.