SMArtX Educational Portal

Welcome to the SMArtX educational portal on the managed accounts industry! Here, we aim to provide comprehensive educational resources to deepen your understanding of this growing field.

Managed accounts have become increasingly popular as a means for investors to achieve their financial goals through customized investment solutions. These accounts offer a range of benefits, including greater transparency, reduced costs, and increased flexibility.

Through our portal, we will feature information about the various types of managed accounts available and how they differ from other investment vehicles such as mutual funds and exchange-traded funds (ETFs). You will also gain insight into how managed accounts are structured and what factors investors should consider when selecting a provider.  We strive to make these resources accessible and easy-to-understand for all levels of investors – whether you’re just starting out or looking to deepen your knowledge.

Thank you for choosing our portal as your go-to resource for learning about the managed accounts industry. We hope that our content helps you make informed decisions about your investments and achieve your financial goals.

What is a TAMP: Understanding Turnkey Asset Management Platforms

In the world of investment advisory, a term that has gained significant attention and adoption is “Turnkey Asset Management Platform” or TAMP. But what exactly is a TAMP, and what advantages does it provide to investment advisors? In this article, we will delve into the concept of TAMPs, explore their definition, features, and the benefits they offer to investment advisors. So, let’s dive in and demystify the world of TAMPs! LEARN MORE.

What is a Unified Managed Account?

A unified managed account (UMA) is a type of investment account that combines the features of a traditional mutual fund with the personalized service of a financial advisor. UMAs are typically offered by third-party asset management platforms (TAMPs), which provide financial advisors with the tools and resources they need to manage their clients’ assets. LEARN MORE…

How Does a Unified Managed Account Work?

Unified Managed Accounts operate through a partnership between the investor, the account custodian (typically a brokerage firm or a registered investment advisor), and the investment manager. Here’s a simplified overview of how a UMA works…LEARN MORE

Why are Unified Managed Accounts Gaining Popularity?

Unified Managed Accounts have gained popularity for several reasons. Firstly, they offer investors the convenience of managing multiple investment strategies and asset classes under a single umbrella. This consolidation simplifies the investment process, reduces administrative tasks, and provides a clearer overview of portfolio performance.

Secondly, UMAs provide enhanced customization options. Investors can tailor their portfolios according to their individual preferences, risk tolerance, and financial goals. This flexibility allows for a personalized investment approach, which is often not possible with traditional investment vehicles like mutual funds.

Lastly, Unified Managed Accounts can also offer tax efficiency. Through careful tax management techniques such as tax loss harvesting and strategic asset location, UMAs aim to minimize tax liabilities, ultimately maximizing after-tax returns for investors.

Key Features of Unified Managed Accounts

Unified Managed Accounts offer a range of features that set them apart from other investment vehicles. Let’s explore some of the key features: Consolidation, Customization, Professional Management, Tax Efficiency, Enhanced Reporting, Access to Institutional Strategies, Portfolio Rebalancing…LEARN MORE

Who Can Benefit from a Unified Managed Account?

Unified Managed Accounts can be beneficial for a wide range of investors, including High-Net-Worth Individuals, Individuals with Complex Financial Situations, Investors Seeking Professional Expertise…LEARN MORE

Benefits of Unified Managed Accounts

Unified Managed Accounts offer several benefits that make them an attractive investment option for individuals seeking a comprehensive and customized approach to portfolio management. Let’s explore some of the key advantages…LEARN MORE

Potential Drawbacks of Unified Managed Accounts

While Unified Managed Accounts have numerous benefits, it’s essential to consider potential drawbacks before deciding if they are the right investment option for you. Here are some potential drawbacks to keep in mind…LEARN MORE

Common Misconceptions about Unified Managed Accounts

Despite the growing popularity of Unified Managed Accounts, there are still some misconceptions surrounding this investment vehicle. LEARN MORE

Unified Managed Accounts FAQs

LEARN MORE for the full list.