Practical Playbook Collection - Advisor Platform
Content collection to provide answers and best practices in one place
31 articles
Accounts Practical Playbook
The Practical Playbook: clear answers and proven best practices, all in one place.
AccountsHow to Work with your Accounts through the Account Tab
Investment Products Practical Playbook
The Practical Playbook: clear answers and proven best practices, all in one place.
Investment ProductsHow to Navigate Investment Products
Investment Products - 3rd Party ModelsHow to Navigate & Research SMArtX's Investment Products
Targets Practical Playbook
The Practical Playbook: clear answers and proven best practices, all in one place.
TargetsHow to Navigate the Targets Allocation Model
Target PortfolioHow to Create and Assign Targets Quick Guide
Rebalancer Practical Playbook
The Practical Playbook: clear answers and proven best practices, all in one place.
Rebalancer Tool User GuideHow to Use the Rebalancer Tool to Manage your Portfolio
Rebalancer Easy Reference GuideBasics on the Rebalancer Tool
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
Trade Restrictions Practical Playbook
The Practical Playbook: clear answers and proven best practices, all in one place.
Trade RestrictionsHow Can I Customize My Client's Account Without Having to Create a New Target
Exclusions & Trade RestrictionsHow do I Exclude, Restrict, and/or Substitute Holdings within an Account?
Cash Management Application Practical Playbook
The Practical Playbook: clear answers and proven best practices, all in one place.
Cash Management ApplicationHow do I manage inflows and outflows of funds using the CMA tool?
Cash Management ApplicationHow do I manage deposits and withdrawals using the CMA
Transition Tool Practical Playbook
The Practical Playbook: clear answers and proven best practices, all in one place.
How to Use the Transition Tool: Video & How To GuideThis guide shows you how to use the Transition Tool to generate a transition analysis tailored to your account.
Transition Tool – Best PracticesBest practices: proven approaches that drive consistency, clarity, and better outcomes.
General Transition Tool Use Q &A
Lots & Sales in the Transition Tool Q&A
Scheduler & Automation in the Transition Tool Q&A
Budgets & Year-End Handling in the Transition Tool Q&A
Realized Gains & Budget Logic in the Transition Tool Q&A
Operations & Support in the Transition Tool Q&A
Business Considerations for the Transition Tool Use Q &A
Tax Loss Harvester Practical Playbook
The Practical Playbook: clear answers and proven best practices, all in one place.
How to Use the Tax Loss Harvesting (TLH) Tool: User GuideUse this guide to understand and navigate the core functionality of the SMArtX Tax Loss Harvesting tool, from setup through execution and review.
Tax Loss Harvester - Best PracticesBest practices: proven approaches that drive consistency, clarity, and better outcomes.
General - TLH Q&A
Account Groups - TLH Q&A
Harvest Rules - TLH Q&A
Custodians & VSPs - TLH Q&A
Harvesting Opportunities - TLH Q&A
Replacement Instructions & Wash Sales -TLH Q&A
Reviewing Harvest Rules - TLH Q&A