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SmartX Advisory Services is a managed accounts technology firm and operator of SmartX, a full-service Turnkey Asset Management Platform (TAMP). SmartX specializes in building customized white-labeled investment platforms for RIAs, Broker/Dealers, and Asset Managers. We are the only TAMP to offer advisors access to over 600 long-only, alternative, traditional, and direct index strategies through a single UMA structure, across seven different custodians. SmartX is also the TAMP technology of choice, empowering SS&C Black Diamond’s Wealth Platform which has over $1 trillion in assets for more than 1,400 clients.

Evan Rapoport

CEO

Award Category
TAMPs: TAMPs
Initiative
Sleeve-Level Tax Lot Harvesting Tool
SmartX has built a sleeve-level tax loss harvester to help advisors identify the most tax-efficient, appropriate buys/sells for each security held by the client. SmartX supports broker lot optimization and holds the Book of Record at the sleeve level (not just the account level), providing tax efficient trading across strategies that would otherwise be impossible with separate accounts. This automated tool maintains a full investment book of record (IBOR) for each sleeve in an account without tying tax lots directly to a strategy.

Evan Rapoport

CEO

Award Category
Technology Providers: Alternative Investment Platforms
Initiative
UMA Access to Crypto and Alternatives
SmartX has expanded its investment strategy offering to incorporate access to crypto strategies and direct indexes, in addition to the other 550 “traditional, long only” strategies, all offered within a UMA structure. Each strategy is sleeved for holdings, real-time performance, and individual lot tax harvesting. This addition of alternative strategies gives advisors the ability to create non-correlated portfolios and meet accelerated client demand for exposure to non-traditional asset classes like crypto and non-traditional trading strategies during COVID-19.
Resources
BROCHURE
Managed Accounts Can Provide a Better Return than Mutual Funds
Learn how accessing managed accounts through SMArtX Advisory Solutions’ advanced technology platform helps investors.
PDF
How the UMA is Changing the Advisory Space
See how UMAs are the next evolution in managed accounts.
PDF
Managed Account Technology Built for Wealth Advisors
Discover how SMArtX is on the forefront of changing the way the managed accounts industry operates by providing new operational efficiencies and modern functionality to all corners of managed accounts applications.

About the Initiative

Guided Income Solutions℠ (GIS) is a turnkey, bucketed investment solution designed to deliver steady and tailored cash flows to clients planning for retirement. The bucketed investing framework provides an intuitive approach to converting clients’ nest eggs into an automatic income replacement based on their personal financial goals; the buckets automatically rebalance to systematically reduce risk and accommodate investors’ needs. GIS provides an alternative to annuities; delivering an investment approach that is flexible, liquid, and cost-effective.

GIS aims to transform and enhance current retirement income solutions, to:

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