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 Platform GlossaryKey Terms & Concepts for Advisors and Managers
- 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