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Accessing Alternatives in a UMA

FinTech Revolutionizing Managed Accounts - Part 3 Hedge funds have long been mired of the world of Regulation D private placements, until now.  While several strategies fit well into the idea of yearlong lock ups, consolidated asset pools, and high fee structures, many alternative strategies operate in the everyday world of buying and selling publicly traded equities.  If these underlying equities are electronically traded, listed, and priced each second, then why the need for a private...

Investment Advisor or Securities Trader?

FinTech Revolutionizing Managed Accounts - Part 2Streamlined Investment Management Practices Advisors running several different client investment portfolios are faced with the burdensome task of constantly having to manage and even trade each of the portfolios on an on-going basis when they fall outside of allocation guidelines.  It used to be that each account had to be traded individually and advisors were faced with determining exactly what those allocation guidelines were and how sensitive...

Real-Time Everything

FinTech Revolutionizing Managed Accounts - Part 1 Advances in FinTech mean you no longer have to wait for next day allocations and reporting for your unified managed accounts. After all, why is there a delay when the securities are electronically traded? SMArtXChange provides real-time sleeve level reporting on all investment strategies, combined with intra-day allocations and liquidations. The “real-time everything” also means we trade in real-time, whenever an investment manager indicates a...