Wealthies Circle Podcast: SMArtX's Managed Account Approach to Help AdvisorsWealthies Circle Podcast: SMArtX's Managed Account Approach to Help Advisors
SMArtX's Evan Rappaport explains how the firm's managing account technology helps advisors rebalance their workflow.
February 11, 2021
In this episode, David Armstrong, executive director of content at WealthManagement.com, talks to SMArtX’s Evan Rapoport. Evan discusses the firm’s platforms and their managing account approach to help advisors, advisory firms and their clients. Evan also explains SMArtX’s very unique cryptocurrency infrastructure.
Evan Rappaport
In this episode, you’ll learn:
How SMArtX’s managing account technology helps advisors rebalance their workflow
The role of the firm’s UMA platform when it comes to ETFs, mutual funds, and SMAs
How technology serves as a model to manage individual equities and portfolios
SMArtX’s cryptocurrency infrastructure and how advisors are approaching the investment
The role of Bitcoin, Ethereum, and stablecoins when it comes to decentralized finance
