SMArtX Advisory Solutions is revolutionizing Unified Managed Accounts (UMAs) with groundbreaking innovations in portfolio management technology. Over the past 18 months, SMArtX has advanced its fully integrated, scalable platform to unify complex portfolio construction, including semi-liquid alternatives, manager-traded sleeves, and automated tax strategies like tax transition analysis and tax loss harvesting. Unlike firms relying on partner or hybrid solutions, SMArtX’s proprietary infrastructure empowers RIAs, TAMPs, and broker-dealers to build tax-efficient, multi-asset portfolios spanning public and private markets in real time.A flagship accomplishment is the native integration of interval and tender offer funds directly into UMA-compatible portfolios, overcoming longstanding liquidity and compliance barriers. This breakthrough broadens private market access within managed accounts, transforming UMAs into true multi-asset portfolio engines.