Solution introduction
Smarter portfolio management with SMArtY
Stop juggling tools and start dominating the market. SMArtY is your one-stop shop for smarter, smoother, and more profitable portfolio management
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 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 typical turn-key asset management platform (TAMP). Plus, we provide you with the ability to white label, conduct sleeve-level reconciliation, and provide comprehensive reports.
