SMArtX Integrates BlackRock’s Advisor Center to Elevate Portfolio Insights and Distribution Opportunities

25 March 2025 | Tuesday | News

The integration of Aladdin®-powered tools into SMArtX’s UMA platform enhances risk, performance, and tax analysis capabilities—empowering asset managers and advisors to drive smarter, client-focused investment strategies.

SMArtX Advisory Solutions has integrated BlackRock's Advisor Center, powered by Aladdin® technology, into its platform, equipping asset managers and advisors with insights and resources to help grow their business. The launch of Advisor Center within the SMArtX UMA trading platform creates a more comprehensive experience for users and enables them to better analyze portfolios from a performance, risk, and cost perspective.

"We are excited to collaborate with BlackRock to offer Advisor Center," said Brad Haag, EVP of Asset Manager Solutions. "This is a win for qualifying asset managers by expanding distribution opportunities while equipping advisors with deeper risk and tax insights to strengthen portfolio management."

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.

Survey Box

Vote for the most influential trend in 2025:

What's Driving the Future of FinTech?v

× Please select an option to participate in the poll.
Processing...
× You have successfully cast your vote.
 {{ optionDetail.option }}  {{ optionDetail.percentage }}%
 {{ optionDetail.percentage }}% Complete
More polls
Stay Connected

Sign up to our free newsletter and get the latest news sent direct to your inbox

Fintech Business Asia, a business of FinTech Business Review
© 2025 FinTech Business Review. All Rights Reserved.

Show

Forgot your password?

Show

Show

Lost your password? Please enter your email address. You will receive a link to create a new password.

Back to log-in

Close