The Manager-Sponsored PLATFORM for Financial Advisors

Unleash client growth with award-winning managed accounts.

SMArtY features the newest and best in class tax impact and tax harvesting technology. Most platforms that specialize in tax management are limited in their investment selection, lack a UMA structure with sleeve reporting, and lack the tools necessary to administer a platform at scale.

At SMArtY, we have bundled the power of SMArtX technology within a manager-sponsored platform, creating a new platform to better serve your clients without the hefty fees of traditional wealth management solutions. The result is an automated asset management workflow that enables advisors to devote their resources to revenue-producing activities.

SMArtY offers access to:

Select model portfolios in a unified managed account structure

The portfolio construction tools offered by SMArtY take on the heavy burden of building and optimizing portfolios

Intra-day trading, billing, and tax services

Our technology takes care of allocating to accounts and trading, so you can focus more on your clients.

SMArtY is a manager-sponsored wealth management platform that provides a comprehensive solution designed to meet the needs of advisors with many of the powerful features developed by SMArtX Advisory Solutions.

This platform grants access to some of the world’s largest and most reputable asset managers’ model portfolios, along with a full set of award-winning investment tools, all powered by SMArtX Advisory Solutions’ managed accounts technology.

Take Advantage of SMArtY’s Suite of Platform Features

SMArtY goes above and beyond just providing access to an extensive range of investment model portfolios. Our platform offers:

  • Model marketplace
  • Billing services
  • Account rebalancing
  • Tax harvesting
  • Cash management tools
  • Substitutions/exclusions
  • White labelling
  • Intra-day performance updates
  • Client reporting
  • Sleeve-level reconciliation
  • Reporting
  • Tax impact


How is this different from the SMArtX Managed Accounts Platform?

We created SMArtY to provide most of the tools that power the SMArtX platform right out of the box. However, we recognize that every advisor has different needs. For advisors seeking everything SMArtY offers PLUS full ‘Rep as a PM’ functionality, access to our diverse model marketplace of over 1,300 strategies (including long only, long/short, options, and direct indexing strategies), tax overlay management, our cutting-edge billing application, or OCIO services, we can add those features to your experience for a fee.

Free Your Firm From Hefty Fees

At SMArtX, we believe in empowering professionals like you to achieve your financial goals without hefty fees. Our platform offers everything you need in one place, while freeing you from the costly overheads and time constraints associated with traditional wealth management solutions.

Join us today and start your journey towards smarter investing!