Note: This series should be followed by you reviewing the SMArtX Essentials - if you have yet to view these, please click here - as they provide the foundational knowledge you'll need to fully grasp the following concepts.
This article covers:
Total invested time for Core Workflows: 37:13 minutes
Learn what SMArtX is, the advisor’s challenges it helps solve, and where every workflow begins—on the Advisor Dashboard.
2:28 min.
Learn how to discover, research, compare, and select investment products within the SMArtX platform, and understand how product selection flows seamlessly into portfolio building and target creation.
4:41min.
Learn how to find, filter, and manage your active accounts within SMArtX. The Active Accounts view serves as your starting point for day-to-day account management.
3:30 min.
Explore the Account Details page—the control center for managing a single account. Review performance, manage sleeves and targets, control trading behavior, and initiate key account actions, all from one centralized view.
5:20 min.
Learn how SMArtX’s sleeve structure separates multiple investment strategies within a single account. Sleeves represent designated portions of an account assigned to specific models or strategies, allowing you to manage manual, third-party, protected, or transitional approaches—all within one account.
7:11 min.
Learn how SMArtX Targets serve as the foundation for portfolio construction and rebalancing. Create a single portfolio that can include third-party strategies, individual securities, ETFs, and mutual funds—and apply it consistently across multiple accounts and custodians.
8:07 min.
Learn how to monitor account drift and approve system-proposed trades using the SMArtX Rebalancer. When accounts fall out of alignment, the system automatically proposes transactions to bring them back in line—reducing the need for daily manual monitoring and lowering operational overhead.
5:56 min.
Continue to the Advanced Tools & Workflows Section which includes:
**This series is to accompany our facilitator-led series - in which your team experts lead you through the advisor platform with activities, interaction, and knowledge. For more information please reach out to your Relationship Manager.*