Open SMA Manager

Streamline SMA Trading

Open SMA Manager enables you to centralize trade order management for separately managed account (SMA) programs in Moxy®, Advent's trade order management system. The automated workflow of Open SMA Manager dramatically reduces manual entry and errors, allowing you to eliminate the need to duplicate trade entries into a plan sponsor's trading platform.

With Open SMA Manager, you create trade orders once in Moxy and then import them into your sponsor’s trading platform. You can download executions back into Moxy without re-keying any information.

Key benefits of Open SMA Manager include:

• Consolidate portfolio rebalancing and order creation across all supported plan sponsor trading systems with a single process
• Automate posting of fills into Moxy
• Accommodate trades done away from the sponsor with allocation upload files
• Consolidate and simplify SMA activity

With Open SMA Manager, you can grow your SMA business by focusing on your core value-added activities. You gain an efficient operational infrastructure to effectively execute trading strategies across a high volume of accounts. By consolidating all SMA activity into a single system, you can improve efficiency and profit margins, reduce composite dispersion, enable institutional quality compliance processes, and provide a single system for reporting, modeling, and portfolio rebalancing.