SMArtX Essentials - Advisor Portal
Get Started with Foundational How To Videos & Help
11 articles
Navigating the SMArtX PlatformReview Key Functionality that you can Quickly Take from the Dashboard
How to Review Available Investment ProductsProduct Library Overview
How to Use Managed, Protected, and Account Funded SleevesSMArtX Account Management Features Overview
How to Build a Custom Target PortfolioCustom Targets
How to Assign Accounts to Targets and Turn On RebalancingAssign Account to Target
How to Review and Take Action Using the Rebalancer ToolRebalancer Tool Overview
How to Configure Trade Restrictions in SMArtXTrade Restrictions Tool Overview
How do I Manage Client Fund Inflows and OutflowsCash Management Application Overview
How to do a Tax Transition for an AccountTransition Analysis Tool Overview
How to Perform a Tax Loss HarvestTax Loss Harvesting Overview
How to Run a ProposalProposal Tool Overview