#None #Alternative Investments #SMArtX #Managed Accounts

SMArtX Transforms Managed Accounts with Semi-Liquid Alternatives

In a significant advancement for wealth management, SMArtX Advisory Solutions has integrated semi-liquid alternative investments into its managed account offerings. This innovation allows wealth advisors and their clients to engage with alternative assets within Unified Managed Accounts (UMAs) through an efficient and user-friendly platform. The integration marks a crucial development in expanding access to private market strategies, including private credit, private equity, and real estate, alongside traditional investment vehicles like ETFs and mutual funds.

Seamless Integration of Alternatives

SMArtX's proprietary technology streamlines the management of investments, allowing clients to manage semi-liquid strategies in real-time. This not only enhances portfolio construction but also provides a holistic view of assets within a single custodial account. Accordance with tax-aware strategies is simplified, aligning alternative fund activities with key processes like tax-loss harvesting and rebalancing. As Todd Resnick, the CEO of OneSeven Advisors, remarked, “Partnering with SMArtX has simplified how we build portfolios.” This collaboration enables advisors to offer a robust suite of investment options that cater to diverse client needs.

Enhancing Client Experience

SMArtX's commitment to minimizing operational friction in managing alternatives is evident. The platform automates processes such as trade execution, redemption scheduling, and compliance checks, freeing up advisors to focus more on client relationships rather than administrative tasks. The result is a distinct client experience characterized by efficiency and flexibility. According to Alex Thompson, SMArtX's Chief Product Officer, the ability to manage semi-liquid investments within model portfolios offers a practical approach for advisors aiming to incorporate alternative assets systematically.

Expanding Access to Private Markets

Firms like Concurrent Asset Management are leveraging SMArtX's capabilities to provide high-net-worth investors with access to alternatives more seamlessly than ever. President Eddy Augsten highlighted that by integrating interval funds into their custom portfolios, Concurrent can extend accessibility to those who may not traditionally meet Qualified Purchaser thresholds. This evolution in offerings signifies a shift towards more inclusive investment strategies where clients of varying means can benefit from institutional-caliber diversification.

The Future of Alternatives in Wealth Management

The capabilities offered by SMArtX demonstrate a significant leap forward in how alternatives are implemented within managed accounts. The technology minimizes traditional barriers that have obstructed the wider adoption of alternative investments, making them more practical and scalable for advisory firms. For wealth management professionals, this future-proof approach to portfolio construction ensures that they remain competitive in an ever-evolving financial landscape.

About SMArtX Advisory Solutions

SMArtX is recognized for its innovative, scalable managed account technology that enhances workflows for registered investment advisors (RIAs) and asset managers alike. By integrating cutting-edge solutions into their product offerings, SMArtX helps firms streamline their operations and enhance client service delivery. The firm’s commitment to supporting wealth advisors through forward-thinking technology positions it as a leader in the financial services sector.

Conclusion

The integration of semi-liquid alternatives by SMArtX Advisory Solutions into model portfolios signifies a transformative moment in wealth management, allowing for the combination of public and private market assets without operational complexity. As the trend toward alternative investments grows, SMArtX's platform is at the forefront, enabling advisory firms to adapt and thrive in a rapidly changing investment environment.