What is the CMA Tool?
The Cash Management Application (CMA) allows advisors to manage client cash flows directly within SMArtX, including deposits, withdrawals, and recurring schedules.
It acts as the bridge between cash movement and portfolio construction, ensuring funds are handled according to your intended investment strategy.
What Can You Do with CMA?
Process one-time deposits and withdrawals
Set up recurring distributions (income)
Automate dollar cost averaging (DCA)
Control how cash is invested or raised
Manage cash buffers using the Funding Sleeve
How CMA Fits Into Your Workflow
CMA works alongside:
Rebalancer → Aligns portfolio to targets
Trade Restrictions → Controls what can/cannot trade
Funding Sleeve → Holds and protects cash
Key Components of CMA
Schedules
Active and pending transactions
Recurring or future-dated instructions
History
Completed, failed, or in-progress transactions
Calendar
Visual view of past and upcoming transactions
Where to Access
Navigation Path
Accounts → Cash Management Application
When to Use CMA
Use CMA when you need to:
Raise cash for withdrawals
Invest incoming funds
Automate recurring client cash flows
Manage liquidity without manual trading