SMArtX introduces fully integrated semi-liquid alternative investments—such as interval and tender-offer funds—within its Unified Managed Account (UMA) platform. This end-to-end system now lets advisors embed private market strategies alongside traditional assets in a single, tax-aware account. Firms like Concurrent are leveraging the platform to deliver scalable, institutional-quality diversification without operational complexity. (PR Newswire)
SMArtX Brings Semi-Liquid Alts Into Practice Within Model Portfolios
July 31, 2025