Product Brief

Everything You Need to Know About Creating and Managing SMAs

Genesis Fundamentals

Investors are increasingly seeking portfolios that align with their unique goals, values, and tax preferences. Separately managed accounts (SMAs) provide this level of customization, offering direct ownership of securities and greater flexibility than pooled investment vehicles. However, managing SMAs at scale presents challenges, from tax optimization to portfolio rebalancing. Firms must implement efficient processes and technology to streamline these complexities, ensuring they can deliver personalized investment strategies while maintaining operational control and efficiency.

Request a demo of the Genesis platform to discover the investment platform designed for scalable personalization.