SFOX separately managed account solution
Customized Portfolio Management
SFOX provides a collaborative platform for wealth managers and investors to manage client portfolios.
Separately Managed Accounts
Unlike mutual funds or ETFs, managed accounts are individually customized investment portfolios to meet the unique goals of sophisticated investors. We built SMA to help make these powerful services accessible in a new asset class.
Investors
Avoid high-fee hedge funds and investment products. SMAs are the most cost-effective way to access professional portfolio management.
Wealth Managers
Offer secure crypto trading to your clients and easily manage multiple portfolios in a single account.
FOR ASSET MANAGERS
The platform that grows your business
Custom portfolio management all in one place
- manage multiple client accounts from a single login and easily maneuver between client portfolios.
- trade on behalf of your clients directly in their account without having to manage their account funding
Automatic Best Price Execution
SFOX’s order types and execution algorithms powered by Smart Order Routing that does the work of best price execution for you
Security you and your clients trust
- clients deposits are kept in cold storage and never held on exchanges
- maintain account integrity with customizeable roles and permissions for you and your team
Transparent and tax season friendly
All of your and your clients’ activity is available from your account. The information is transparent, uniform, and easily accessible for audit-friendly reporting.
FOR INVESTORS
Confidently invest in a new asset class
What is a Separately Managed Account?
Managed accounts are individually customized investment portfolios designed to meet the specific objectives of sophisticated investors.
Unlike a mutual fund or ETF, the assets are owned directly by the investor and the portfolio is managed by a professional money manager
Why choose an SMA?
Here are some features that you will enjoy with SFOX’s SMA.
Cost-Effective & Transparent
Avoid paying high fees to hedge funds and other investment vehicles and get complete transparency on how your trading is managed.
Security you can count on
Give trading access to money managers without putting your wallet at risk–assets stored on SFOX are secured using a patent-pending vault
Generate higher returns
Orders using SFOX’s Smart Order Routing receive a net US dollar price improvement of $2.24 per $100 vs. the industry bid / offer.
Tax Season Friendly
All of your activity is available in uniform and easily accessible formatting built with accountants for audit-friendly reporting.