1*Essentials - New User
~35 min. Foundational How To Videos & Help
12 articles
- SMArtX Basics~3 min. SMArtX Introduction
- Navigating the SMArtX Platform~ 4 min. Review Key Functionality that you can Quickly Take from the Dashboard
- How to Review Available Investment Products~2 min. Product Library Overview
- How to Use Managed, Protected, and Account Funded Sleeves~5 min. SMArtX Account Management Features Overview
- How to Build a Custom Target Portfolio~1 1/2 min. Custom Targets
- How to Assign Accounts to Targets and Turn On Rebalancing~1 min. Assign Account to Target
- How to Review and Take Action Using the Rebalancer Tool~1 min. Rebalancer Tool Overview
- How to Configure Trade Restrictions in SMArtX~2 min. Trade Restrictions Tool Overview
- How do I Manage Client Fund Inflows and Outflows~5 min. Cash Management Application Overview
- How to do a Tax Transition for an Account~1 1/2 min. Transition Tool Overview
- How to Perform a Tax Loss Harvest~6 min. Tax Loss Harvesting Overview
- How to Run a Proposal~2 1/2 min. Using the Portfolio Builder Tool