The Wealth Advisor

(Adhesion) As an advisor, providing your clients with tax alpha is a critical part of what you can do for them. It is also something that can set you apart from other advisors who do not focus on this as part of their client advice.

SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology, has added 31 strategies offered by four leading asset management firms to its rapidly expanding platform. The firm’s cutting-edge platform now offers 1,375 strategies from over 300 distinguished asset management firms.

Financial advice technology can empower advisors to better help their clients prepare for major life events. One key piece of technology advisors should be using is a robust rebalancing and trading tool to minimize risks and help clients meet their goals with greater confidence and peace of mind.

Don't have time to manage personalized trading and rebalancing for each client? Outsourced investment management partners can help streamline your processes and reduce administrative burdens while still providing your clients with the hyper-personalized experience they need.