SMARTER PORTFOLIO MANAGEMENT WITH SMArtY

Stop juggling tools and start dominating the market. SMArtY is your one-stop shop for smarter, smoother, more profitable portfolio management.

SMArtY is the only manager-sponsored, no-fee strategist platform built to let advisors harness powerful UMA capabilities, tax-focused investing, and cost-effective investment operations solutions without a hefty price tag.<br />

DESIGNED FOR ADVISORS, POWERED BY SMArtX

SMArtY is the only manager-sponsored strategist platform built to let advisors harness powerful managed-account capabilities, tax-focused investing, and cost-effective investment operations solutions without a hefty price tag.

ACCESS MODEL STRATEGIES FROM WORLD-CLASS FIRMS

Franklin Templeton

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ACCESS TAMP-INSPIRED FEATURES

Built on the same award-winning platform as SMArtX, SMArtY gives advisors the same UMA access to leading asset managers, intraday trading, automated rebalancer, tax harvesting, billing, cash management and tax impact features without the cost of a TAMP. Plus, get the ability to white label, conduct sleeve-level reconciliation, and provide comprehensive reports.

Unmatched UMA Capabilities

Automate your workflow & select models in a unified managed account structure with sleeve reporting

Tax-Focused Investing

Access the latest world-class tax technology for efficient account transition

Cost-Effective Investment Operations

Focus on revenue-producing activities without the historically-high TAMP cost

OUTSOURCING BUILT FOR MODERN ADVISORS & GROWING FIRMS

SMArtY is built for independent and fee-sensitive advisors looking to optimize their cost structure and access institutional-quality investments while minimizing trading, investment and operational burdens. Advisors who wish to operate as a portfolio manager, scale their business, or focus on high-value, revenue-generating activities benefit from moving to the SMArtY platform.

OUTSOURCED INVESTMENT
MANAGEMENT: A WIN-Win APPROACH

Modern financial advisors are juggling increasingly complex demands on their business — from more involved regulatory compliance, to diverse business operations, and navigating a sea of investment options. Outsourcing one piece of the puzzle — investment management — can give advisors access to differentiating expertise and scale the time you need for strategic growth initiatives.

Our complementary e-book provides insights into the outsourced CIO model that can help guide your decisions.

READY TO BUILD SMARTER PORTFOLIOS?