SMArtX is a Turnkey Asset Management Platform (TAMP) that enables financial advisors to provide sophisticated portfolio management services. This guide covers the fundamental concepts you need to understand the platform.

SMArtX is a platform that sits between your advisory firm and custodians (like Schwab, Fidelity, TD Ameritrade). It provides:

Sleeves are the fundamental organizational unit in SMArtX. Each sleeve represents a separate bucket of assets within a client account, each with its own target allocation and investment objective.

Targets define the desired allocation for a sleeve. They specify:

The Rebalancer is an automation tool that monitors sleeves against their targets and generates trading recommendations when drift exceeds defined thresholds.

Models are pre-built investment strategies provided by third-party managers. You can assign models to sleeves, or build custom allocations from individual securities.

Accounts represent individual client investment accounts at custodians. SMArtX links to these accounts and executes trades through API connections.