SMArtX Advisory Solutions Enhances Platform with BlackRock's Advisor Center for Asset Managers

SMArtX Advisory Solutions Integrates BlackRock's Advisor Center

In a significant move towards improving portfolio management for asset managers, SMArtX Advisory Solutions has recently launched BlackRock's Advisor Center on its platform, powered by the advanced Aladdin® technology. This integration is designed to provide asset managers and advisors with enhanced insights and resources needed for effective decision-making in their investment strategies.

Collaborative Efforts for Enhanced Services

Brad Haag, Executive Vice President of Asset Manager Solutions at SMArtX, expressed enthusiasm about this collaboration. He stated that the incorporation of BlackRock's Advisor Center represents a substantial opportunity for qualified asset managers, broadening their distribution pathways while also equipping advisors with crucial insights on risk management and tax implications. This, he emphasizes, strengthens the overall portfolio management process, enabling advisors to deliver better outcomes for their clients.

Key Benefits of Advisor Center

The integration of the Advisor Center brings forth several key features:

1. Premier Risk and Performance Analysis

Users can now evaluate portfolios in real-time, analyze funds, and pinpoint potential areas of risk. The tool also helps advisors understand the effects of taxes on client portfolios. To facilitate communication and reporting, users can generate clear, shareable reports that highlight the implications of their analysis for clients and prospects.

2. Advanced Tax Evaluator

One noteworthy feature is the Tax Evaluator, which allows advisors to monitor estimated capital gains distributions and identify potential tax loss harvesting opportunities across a vast selection of 7000+ funds. This capability aids advisors in making strategic portfolio adjustments that can minimize tax impacts for their clients, ultimately enhancing investment planning and further improving client satisfaction.

3. Tailored Investment Solutions

Additionally, the platform offers customizable investment solutions tailored to meet specific client goals. Advisors can explore BlackRock's models alongside those from select third-party asset managers to design portfolios that cater to unique client needs.

Commitment to Continuous Improvement

The launch of this integration underscores SMArtX’s commitment to continuous enhancement and modernization of its platform. The goal is to equip asset managers and financial advisors with the necessary tools to improve portfolio transparency, foster client engagement, and facilitate informed investment decisions.

About SMArtX Advisory Solutions

SMArtX Advisory Solutions is renowned for its award-winning capabilities in Unified Managed Accounts (UMAs). The company's cloud-native, modular platform serves registered investment advisors (RIAs), asset managers, and fintech firms, emphasizing workflow efficiencies and modernization in managed accounts infrastructure. Their innovative technology optimizes trading, billing, and investment distribution processes, positioning them at the forefront of the financial technology sector.

About BlackRock

As a leading global investment management firm, BlackRock focuses on fostering financial well-being for all its clients. Committed to being fiduciaries to investors, BlackRock delivers financial technology solutions that empower millions to build secure savings and viable investment portfolios. For more information about BlackRock and their services, you can visit their website at www.blackrock.com/corporate.

In summary, the incorporation of BlackRock's Advisor Center into the SMArtX platform marks a notable advancement in asset management technology, emphasizing informed decision-making, enhanced client service, and innovative solutions for today's financial challenges.