Integrations
SMArtX
SMArtX Advisory Solutions is a leading innovator of managed accounts technology, offering solutions designed to modernize outdated legacy technologies across the financial services industry.
SMArtX Manager Marketplace |
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SMArtX Rebalancer |
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Cash Management Application |
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Authentication |
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Capabilities |
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Frequency |
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Transmission Type |
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Required Access Level |
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1
Preparation
Prepare and sign the SMArtX Addepar LOA, listing all accounts custodied at SMArtX in the Addepar Account Management tool.
2
Account Transmission
Send an introduction email to your SMArtX relationship manager. Include the completed and signed LOA as an attachment, requesting account transmission through the existing SMArtX/Addepar feed.
3
Account Population
Once authorization has been granted, SMArtX will reach out to Addepar with transmission details and accounts will automatically populate in your Account Management screen once data transmission begins.
What custodians integrate with SMArtX?
SMArtX is integrated with a comprehensive range of custodians: Axos, Fidelity, First Clearing, Goldman Sachs, Pershing, Raymond James Custody Services, Schwab, and TradePMR.
What if I run my own models?
SMArtX can accommodate firm level models and provide sleeve capabilities for them. If your firm is CIO "Centric" we can provide access to our Model management system that our asset manager partners use. This includes unique sleeves per model, the ability to upload performance, and custom firm-level UMA.
What relationship will SMArtX have with my clients?
SMArtX will be a sub-advisor on your client accounts. As a sub-advisor SMartX will have only the client's name and accounts number. Most custodians will have a form for the end client to sign that recognizes the sub-advisor relationship. This will allow them to grant us access to the accounts to trade and bill.
What if I use a small boutique manager that is not available on SMArtX?
Managers can be made available on a firm-by-firm basis. If those managers pass our DDQ requirements they may be made broadly available.
What if I have positions in my UMA account that I do not want to have traded?
SMArtX will create a protected sleeve for these positions. This sleeve will not take these positions into account for portfolio management purposes. Protected sleeves will be available for sleeve-level performance at Addepar.
Is there a limit on the number of sleeves?
No, as long as the account has enough AUM to meet the strategy minimum per sleeve, there is no limit to the number of sleeves in an account.