Welcome to SMArtX!
This guide walks you through navigating the SMArtX advisor platform and managing accounts using the Unified Managed Account (UMA) structure. Discover how to monitor your business, rebalance portfolios, research investment products, and utilize built-in tax tools.
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Managing Accounts
When you log in, the dashboard displays three main buttons at the top to help you manage your accounts efficiently.
Active Accounts
Click Active Accounts to view your entire book of business on SMArtX.
Accounts to Rebalance - Rebalancer Tool
Select Accounts to Rebalance to open the Rebalancer tool.
The number shown indicates accounts that have drifted from their targets and need review.
Accounts without Targets
Use the Accounts without Targets button to see all accounts that don't have a target assigned.
Investment Products - Strategies
Select the Searching Products button
Access the library of third-party managed models for strategy research and investment.
Create a Target
Click Create a Target to build and save a target allocation.
Include third-party models, equities, ETFs, and mutual funds in your targets.
These targets guide the SMArtX rebalancer.
Build a Portfolio
Use Build a Portfolio to put together proposals featuring multiple models.
Export proposals as PDFs and share them with clients.
Trending Products and Additional Commentary
At the page bottom, review the Trending Products section with the Top YTD Performers, Recently Added managed Models, and Top Quarterly Performers.
Scroll a bit further to review Recent Commentary from our model managers.
Viewing and Managing Account Details
Go to Account Summary for a detailed overview of your business, including total assets under management.
Click any account name to open its Account Detail view.
On the Account Details tab, actions to take are any of the top buttons:
Report - to view Performance Report to analyze sleeve-level data
Withdraw - to manage inflows and outflows for cash activities
History - to review account history
Holdings - to view the account holdings available
Rebalance - you can toggle rebalancing on or off
Account Sleeves with SMArtX UMA Technology
Funding Sleeve: For cash withdrawals or allocations.
Protected Positions: Holdings shielded from the rebalancer.
Managed Portfolio Sleeve: Directly managed by the advisor.
Third Party Managed Strategies: Each has its own sleeve.
Managed Portfolio Sleeve
You can manage individual trades directly from this page.
Click Manage next to the Manage Portfolio Sleeve
Add, reduce, or liquidate positions as needed
Add new positions or reduce or liquidate existing positions
Use SMArtX's tax tools to help your client
Tax Transition Analysis Tool
Use built-in tax tools to support clients with complex tax scenarios.
Evaluate transitions to new target allocations, factoring in holdings and tax impacts.
Tax Loss Harvesting
Use the Tax Loss Harvesting tool to offset capital gains.
It identifies non-profitable investments for strategic selling.
SMArtX equips advisors with robust tools to manage accounts, build targeted portfolios, and address tax considerations, all within a true UMA structure.
For questions or help, reach out to the Client Success team anytime using the Green Chat button.
Get started today to streamline and enhance your advisory practice with SMArtX!