Innovating Portfolio Management with Semi-Liquid Alternatives
Proprietary Technology Powers Direct UMA Access to Semi-Liquid Alternatives via Interval and Tender Offer Funds Across Various Investment Portfolios
SMArtX Advisory Solutions is revolutionizing the way investment firms manage assets by integrating semi-liquid alternative investments, including interval and tender offer funds, directly into Unified Managed Accounts (UMAs) through its advanced technology platform. This integration enhances the operational efficiency and diversification of investment portfolios, enabling seamless access to private market opportunities.
Following a successful introduction of these capabilities to clients, the firm marks a significant milestone in providing robust private market access. SMArtX's innovative technology facilitates the live management of semi-liquid investment strategies, such as private equity and private credit, right alongside traditional assets like ETFs and mutual funds. This integration occurs within a single tax-aware custodial account, allowing for a cohesive and efficient investment experience.
"Partnering with SMArtX has simplified how we construct and manage portfolios," remarked Todd Resnick, CEO of OneSeven Advisors. "Being able to handle alternative investments within a UMA framework empowers our advisors and clients with powerful tools to navigate the complexities of today's financial markets effectively."
Firms that partner with SMArtX, including Concurrent Asset Management and One Seven, are actively applying interval and tender offer funds within their models and portfolios without facing custodial constraints or operational complexities. Unlike other market solutions that depend on external partners, SMArtX achieves this functionality entirely in-house, utilizing real-time automation to eliminate manual processes often associated with accessing semi-liquid funds.
"At Concurrent, we've long focused on providing high-net-worth investors with access to private markets through tailored solutions. The new integration of interval funds into UMAs via SMArtX enables us to extend this access to a broader audience, including clients who don’t meet Qualified Purchaser thresholds," said Eddy Augsten, President of Concurrent Asset Management. "The inclusion of interval funds into our WealthBlox portfolios enhances our offerings, allowing for institutional-quality diversification with the simplicity of a managed account. The unique liquidity mechanics of interval funds combined with SMArtX's technology empowers this transition forward."
Eliminating Barriers in Alternative Investments
SMArtX has identified and removed the operational hurdles that previously hindered the scaling of alternatives within UMAs. By automating essential processes such as trade controls and redemption scheduling, firms can now provide an enhanced client experience without the need to increase personnel or complicate workflows.
Key Features of the SMArtX Platform:
- UMA-Ready Alternatives: Integrate semi-liquid investments seamlessly with traditional offerings like ETFs, mutual funds, and more within one operational account.
- Tax Optimized Execution: Align alternative fund activities with tax strategies such as tax-loss harvesting and rebalancing.
- Streamlined Operations: Automate essential processes including trade execution and compliance, enhancing overall efficiency.
- Enhanced Client Experience: Provide scalable access to private market strategies with considerable efficiency and transparency.
"By incorporating semi-liquid funds within model portfolios, we offer advisors a practical approach to including private markets in everyday investment strategies," stated Alex Thompson, Chief Product Officer at SMArtX. "We've dismantled the historical barriers that complicated these processes, making alternatives manageable at scale for our clients."
The Future of Managed Alternatives
Alternatives are no longer a distant aspiration; they are now an integral part of the investment management landscape. With SMArtX, investment firms can confidently offer alternative strategies as a foundational aspect of managed accounts, equipped with the operational efficiency and tax-aware design that contemporary wealth management mandates.
About SMArtX Advisory Solutions
SMArtX Advisory Solutions is at the forefront of managed account technology, providing a cloud-native, modular platform customized for registered investment advisors (RIAs), asset managers, and fintech firms. Their innovative solutions revolutionize workflows and modernize portfolio management infrastructure.
About Concurrent Asset Management
As the investment management division of Concurrent, Concurrent Asset Management offers a comprehensive suite of planning tools and technology that empowers advisors to deliver targeted investment strategies. Their flexible framework allows advisors to maintain control while effectively managing diverse portfolios.
Concurrent is committed to fiduciary excellence and provides nuanced services, making it a reliable partner for advisors wishing to expand their practices efficiently.
About OneSeven
OneSeven is dedicated to helping financial advisors achieve greater levels of success. They offer a platform that combines innovative resources with personalized support and collaboration to enhance business growth opportunities for their partners.
Frequently Asked Questions
1. What are semi-liquid alternatives?
Semi-liquid alternatives refer to investment strategies that allow liquidity at specified intervals, such as interval funds or tender offer funds, providing investors with both growth potential and managed risk.
2. How does SMArtX integrate these investments?
SMArtX employs a proprietary platform that allows seamless inclusion of semi-liquid alternatives in Unified Managed Accounts alongside traditional investments.
3. Why are alternatives becoming popular in managed accounts?
Advisors are increasingly incorporating alternatives into portfolios to provide clients with enhanced diversification and growth opportunities, especially in a complex market environment.
4. Who benefits from the SMArtX technology?
Investment firms, registered investment advisors, and their clients benefit from SMArtX's technology by gaining efficient access to advanced investment strategies and operational capabilities.
5. Can I learn more about SMArtX?
Yes, interested parties can find more information about SMArtX Advisory Solutions by visiting their official website.
