Overview
The SMArtX Cash Management Application (CMA) empowers you to handle client fund inflows and outflows seamlessly. Use it to meet immediate cash needs or plan ahead—all from an intuitive dashboard.
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How to
From the Home Dashboard > Accounts Dropdown in the left navigation menu > Cash Management
OR
Account Details > Withdraw button
Set up Transactions and Schedules
Create transactions (withdrawals or deposits) - From CMA Account Details screen >
Use toggle option Future or Recurring Transaction Scheduling
Set up date and details
Click Continue
Choose transaction method - via first dropdown
Rebalancer
Pro Rata
Equal weight
Custom
Pick Rebalancer to use target weights already set up, or use the Custom option for precise asset allocation.
Select the transaction type:
Withdrawals to raise cash, or
Deposits to invest cash
When a transaction is set up, a dedicated account funding sleeve is created to handle the activity.
Track and Review CMA Activity
Monitor all active schedules in one place.
Accounts dropdown from the left navigation > Cash Management > CMA Account Details screen
Schedules tab - Filter by attributes, check statuses (pending, processing, complete), and keep future transactions in view
History tab to review all past CMA activity, including any failed schedules that may need your attention
You can cancel any future-dated activity at any time to stop a schedule
Conclusion
SMArtX's Cash Management Application brings powerful precision and total control to client cash flow management. Streamline both immediate and future transactions, easily track and review schedules, and adapt to every client's unique cash needs with confidence.