SMArtX Advisory Solutions
SMArtX is a pioneering managed accounts technology platform and architect of
the SMArtX turnkey asset management platform (TAMP).
Why Direct Indexing?
Offer personalization, tax management, and values-based customization.

Gain Targeted
Exposure
Provides targeted
exposure to
investment themes
and specific market
segments.

Deliver
Personalization
Customizable to
accommodate value-based
investing and
individual security and
sector exposures.

Manage Tax
Outcomes
Supports tax
minimization
techniques like tax-loss
harvesting, taxlots,
and holding
period considerations.