What the Investment Products Library Enables
The Investment Products experience is the core research and portfolio construction hub within SMArtX.
It allows advisors to:
Discover third-party managed models
Perform due diligence and research
Compare models against existing holdings
Construct portfolios aligned to client objectives
Transition assets efficiently
The platform hosts:
~1,600 strategies
~350 asset managers
How Advisors Typically Use This Tool (Real Workflow)
A typical advisor workflow looks like:
Search & Filter Models
Narrow universe based on client needs
Research Models
Review microsites (performance, philosophy, holdings)
Compare to Existing Portfolio (Optional)
Use Help Me Find Models to reduce turnover
Construct Portfolio
Combine models in Portfolio Builder
Generate Proposal
Analyze performance and present to client
Save as Target
Apply to accounts
Accessing the Investment Products Library
You can access the library via:
Left navigation → Investment Products
Home Dashboard → Search Products
This opens a dedicated workspace where:
The product grid lives
Tools are launched
Models are selected for further actions
Key Tools Connected to Investment Products
Tool | Purpose |
Help Me Find Models | Match existing holdings to SMArtX models |
Portfolio Builder | Construct portfolios and run analytics |
Create Target | Save portfolios for implementation |
Excel Export | Offline analysis |
Key Insight for Advisors
This is not just a product list—it is a workflow engine that connects:
Research → Construction → Implementation