Quick Reference Guides
Resource guides for mastering features and tools available within the SMArtX Advisor Portal.
8 articles
SMArtX Terms and GlossaryThis resource is designed to help you navigate the SMArtX platform by providing clear and concise definitions of key terms, concepts, and features.
Using Margin Trading at SMArtXGuide for applying leverage in SMArtX, including how to update model sleeve settings, trigger trades, and avoid common margin-related issues.
Thresholds In SMArtXPlatform-wide default threshold parameters are applied on all newly created Targets and can impact the frequency and tolerance bands of your rebalance activity
Optimizing Rebalancer SettingsStrategies for Effective Rebalancing
How does SMArtX Advisory Solutions handle cash withdrawal requests and existing cash in accounts?
How can I systematically raise cash for withdrawals while managing constraints like rebalancer prompts or interval funds?
What are the differences between Pro-rata and Rebalancer withdrawal methods, and what issues might arise?
How can I manage cash allocation and movement within CMA funding sleeves?