Quick Reference Guides
Resource guides for mastering features and tools available within the SMArtX Advisor Portal.
16 articles
What is SMArtXHigh-level overview of what SMArtX provides
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
What are the differences between Pro-rata and Rebalancer withdrawal methods, and what issues might arise?
Tax Loss Harvesting (TLH): Substitute Security BehaviorHow does the system handles substitute securities after a TLH sell, and why a buy order may—or may not—be generated.
How to Handle Fractionals and Money MarketsRebalancer & Tax Transition Tool Behavior
How to Use Interval Funds in Portfolio Models
How does the Trade Monitor handle trades marked as Held due to liquidity issues, and how can they be resolved?
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?
How can I manage cash allocation and movement within CMA funding sleeves?
Optimizing Rebalancer SettingsStrategies for Effective Rebalancing
Understanding Rebalance Statuses In the History TabRebalancer Request Statuses – What They Mean & What To Do.
Troubleshooting Tips for the RebalancerHow to Troubleshoot Issues with the Rebalancer in SMArtX
Advisor FeesHow advisory fees are reflected in sleeve-level performance