SMArtX Enhances UMA Framework with Innovative Manager-Traded Sleeves for Portfolio Optimization

SMArtX Enhances UMA Framework with Manager-Traded Sleeves



SMArtX Advisory Solutions has made a significant stride in investment technology by introducing manager-traded sleeves within its Multi-Strategy Multi-Asset Unified Managed Account (UMA) framework. This innovative addition is designed to meet the complex portfolio management needs of registered investment advisors (RIAs), broker-dealers, asset managers, FinTech firms, and other financial institutions.

What Are Manager-Traded Sleeves?


Manager-traded sleeves allow financial firms to directly integrate individual asset management strategies into their UMA portfolios. This means that strategies such as fixed income and other investment types can now be seamlessly combined with model-traded sleeves. These might include interval funds, long-only strategies, and even long-short positions, all managed under one single custodial account.

This new offering not only simplifies the process of portfolio management but also helps reduce the administrative burden frequently associated with maintaining multiple accounts and various investment strategies. Jonathan Pincus, CEO of SMArtX Advisory Solutions, emphasized the importance of this enhancement, stating, “Enabling manager-traded sleeves within the UMA makes it easier for our clients to build and scale complex investment strategies for their customers.”

Key Benefits of the New Framework


1. Consolidated Account Management


One of the standout features of this enhancement is the ability to consolidate manager-traded and model-traded sleeves into a single custodial account. This will simplify the administrative processes and significantly cut costs associated with managing multiple accounts.

2. Increased Portfolio Flexibility


Financial institutions can now manage a variety of investment strategies within a single UMA structure, allowing for a tailored investment approach without the hassle of juggling different accounts for each strategy. This flexibility empowers firms to respond rapidly to market changes and client needs with agility.

3. Seamless Integration of Platform Tools


SMArtX has designed its platform tools, such as rebalancing and cash management features, to work seamlessly across portfolios that include manager-traded strategies. This enables financial professionals to maintain operational efficiency and oversight without increasing complexities.

Alex Thompson, Chief Product Officer of SMArtX, added, “Whatever the investment solution—model-based, advisor-directed, or manager-traded—it should plug into a single UMA structure. Adding manager-traded sleeves is just the next step in giving managed account providers the flexibility they need to scale smarter, not harder.”

Streamlined Portfolio Construction


With the introduction of manager-traded sleeves, SMArtX is fulfilling its commitment to streamline the portfolio construction process. This enhancement allows the blending of rep-directed, model-traded, and manager-traded strategies into one cohesive account.

SMArtX continues to push forward with its mission of offering smarter, more scalable portfolio solutions — all on one integrated platform. This transformative approach signifies not only an advancement in technology but also aligns with current industry trends towards more holistic investment management solutions.

About SMArtX Advisory Solutions


SMArtX Advisory Solutions has established itself as a pioneering provider of unified managed accounts (UMA) technology. Backed by an API-first architecture and modular web components, SMArtX enables financial institutions to integrate managed account functionalities smoothly into their existing systems. Catering to a diverse clientele, including RIAs, broker-dealers, asset managers, and FinTech firms, SMArtX supports over 1,500 investment strategies from more than 325 asset managers.

With advanced features in real-time portfolio management and a fully configurable enterprise-grade billing solution, SMArtX stands ready to deliver scalable and effective investment solutions to the marketplace.

In conclusion, the introduction of manager-traded sleeves in its UMA framework highlights SMArtX's ongoing evolution and dedication to enhancing investment flexibility and operational efficiency for its clients.

Topics Financial Services & Investing)

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