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Wealthies Circle

Wealthies 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.


In this episode, David Armstrong, executive director of content at, 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

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