SMArtX and Black Diamond

Advent’s exclusive partnership with the SMArtX platform provides financial advisors with an extensive manager marketplace and powerful UMA platform as part of the Black Diamond Wealth Platform.

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Our partnership makes it easier for financial advisors to leverage the power of both tools in a seamless wealth platform.

 

Improve the Efficiency and Scale of Your Investment Process.

 

Manager Marketplace
Access hundreds of 3rd party investment strategies from top managers.
UMA/SMA Platform
Deliver customized multi-strategy portfolios to clients in a UMA/SMA structure.
Deep Integration
Seamless integration to Black Diamond including sleeve-level reporting.
Bundled Solution
Black Diamond reporting fees are waived for all assets on SMArtX.

Request a Demo of the SMArtX Solution Now

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Access Investment strategies from investment managers like:

 

Schedule a personalized demo to learn more about integrating SMArtX with your Black Diamond experience.

 

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