Finlocity

ABOUT

SMArtX Advisory Solutions is an award winning turnkey asset management platform, providing advisors with access to traditional, alternative, and index strategies through a unified managed account (UMA) structure. The firm also manages SMArtX, SS&C Advent's fully integrated UMA platform available to Axys, APX, and Black Diamond clients. 


SMArtX has built on its existing functionality, which includes real-time portfolio valuation, real-time sleeve level performance reporting, and intra-day allocation tools to create a complete end-to-end wealth management solution. Our 'Advisor as a PM'​ tool lets clients customize and deploy individual portfolios simultaneously across multiple client accounts, while our rebalancer and drift management features keep the portfolios within pre-set allocations. In addition, we provide hosted client account opening functionality to streamline the account opening process. Finally, SMArtX also offers DEPLOY, an outsourced SMA solution for investment managers who would like to expand their SMA offerings and dual-contract business without additional operational infrastructure.

SOLUTIONS

Access through UMA 
  • Traditional Investments
  • Alternative Investments
  • Direct Investments

CONTACT INFORMATION

105 S. Narcissus Ave, #701, 

West Palm Beach, Florida 33401

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