SMArtX Launches Automated Tax Loss Harvesting Enhancements for Scaled Execution

WEST PALM BEACH, Fla., Oct. 16, 2025 /PRNewswire/ -- SMArtX Advisory Solutions ("SMArtX"), a leading platform for enterprise managed accounts technology, today announced major enhancements to its Tax Loss Harvesting tool, enabling advisors and firms to execute tax loss harvesting at scale with automation, accuracy, and ease.

Tax loss harvesting, often a resource intensive and manual task for wealth managers, is now streamlined through SMArtX's automation. The updated tool allows firms to optimize tax efficiency across households and individual accounts, while freeing advisors to focus on delivering meaningful client outcomes.

Key Enhancements Include:

• Automated Harvest Scheduling: Recurring tax loss harvesting events are scheduled across accounts and households, driving consistent, scalable tax efficiency while reducing manual effort.

• Streamlined Compliance & Execution: Default replacement securities accelerate workflows and minimize the risk of wash-sale violations, keeping portfolios compliant and optimized.

• Modernized Enterprise Interface: A cleaner, more intuitive UI allows faster navigation and confident execution across high volumes of accounts.

"This is about making portfolio management more proactive and intelligent," said Alex Thompson, Chief Product Officer at SMArtX. "Automation brings consistency and scale to tax loss harvesting, helping firms ensure every advisor delivers a robust, reliable client experience, while giving advisors more time to focus on building deeper relationships and delivering better outcomes."

The enhanced tax loss harvesting capabilities are now available to all enterprise partners and advisors with SMArtX access.

About SMArtX Advisory Solutions

SMArtX Advisory Solutions is an award-winning provider of unified managed accounts (UMA) technology, delivering an API-first, cloud-native platform built on a modular, microservices architecture. This flexible design allows firms to configure solutions to meet their unique needs.

Serving institutional asset managers, registered investment advisors (RIAs), financial technology companies, and custodians, SMArtX offers scalable solutions for managed account and rep directed trading, client account billing, and investment product distribution. SMArtX's technology solutions enhance operational efficiency by automating workflows and simplifying daily client account management.

SMArtX also licenses its proprietary technology to enterprise firms seeking to build, configure, or modernize their managed accounts infrastructure. Whether deployed as a standalone solution or integrated into an existing system, SMArtX empowers firms with technology to optimize operations and drive growth.

As a trusted partner to RIAs, broker-dealers, asset managers, custodians, and FinTech firms, SMArtX delivers cutting-edge, scalable solutions that enhance efficiency and support business success.

SOURCE SMArtX Advisory Solutions