SMArtX's Advanced Tools & Workflows

Note: This series should be followed by you reviewing the SMArtX Essentials - and SMArtX's Core Workflows 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 Advanced Tools & Workflows: 29:13 minutes

Use the SMArtX’s Transition Analysis Tool to help you move an account from its current holdings into a new target allocation while actively managing tax exposure and timing risk.

5:41 min.

Learn how trade restrictions help enforce client constraints, how they interact with targets, sleeves, rebalancing, and transitions, and when to apply each type of restriction within SMArtX.

5:29 min.

Learn how to initiate, schedule, track, and manage deposits and withdrawals, and understand how cash activity interacts with targets, sleeves, and rebalancing within SMArtX.

5:19 min.

Learn how tax loss harvesting works in SMArtX, how it differs from tax transitions, and how to identify, evaluate, and act on harvest opportunities in a controlled, compliant manner.

5:40 min.

Learn how to create granular performance reporting for every account, giving you clear visibility into how each component of a Unified Managed Account is performing in SMArtX.

2:18 min.

Learn how to create a professional, client-ready investment proposal in SMArtX.

3:18 min.

The conclusion of our Diving Into the SMArtX Platform video series shares a summary of what was covered, and key resources for you to find within the SMArtX platform.

1:28 min.

You have successfully completed the Diving into the SMArtX Advisor Platform video series as a new user!

Once you have taken this series and you've been provided a User Name and Password, you'll want to begin to link your accounts onto SMArtX.

Key topics that you can focus on prior to Account Linking are:

Step by step guidance can be found in our Getting Started Guide.

**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.*