SMArtX Launches BlackRock's Advisor Center on Platform
"We are excited to collaborate with BlackRock to offer Advisor Center," said
Key Benefits of the Partnership:
- Premier Risk & Performance Analysis – Evaluate portfolios, analyze funds, identify potential areas of risk, and consider the potential impact of taxes. Highlight the impact for clients and prospects by pairing these insights with straightforward, ready-to-share reports.
- Tax Evaluator – Monitor estimated capital gains distributions and identify potential tax loss harvesting opportunities across 7000+ funds to help facilitate strategic portfolio decisions and minimize tax impacts for clients.
- Investment Solutions to Reach Specific Client Goals – Explore BlackRock and select Third Party Asset Manager models focused on helping design portfolios to serve unique client needs.
This integration is part of SMArtX's commitment to continuously enhance the platform and provide both asset managers and advisors with the tools needed to improve portfolio transparency, client engagement, and investment making decisions.
About SMArtX Advisory Solutions
SMArtX Advisory Solutions delivers award-winning UMA technology through a cloud-native, modular platform for RIAs, asset managers, and FinTech firms. Its scalable solutions streamline workflows, and modernize managed accounts infrastructure with innovative, configurable technology for trading, billing, and investment distribution.
About BlackRock
BlackRock's purpose is to help more and more people experience financial well-being. As a fiduciary to investors and a leading provider of financial technology, we help millions of people build savings that serve them throughout their lives by making investing easier and more affordable. For additional information on BlackRock, please visit www.blackrock.com/corporate.
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SOURCE SMArtX Advisory Solutions
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