SFOX provides a collaborative platform for wealth managers and investors to manage client portfolios.
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.
Avoid high-fee hedge funds and investment products. SMAs are the most cost-effective way to access professional portfolio management.
Offer secure crypto trading to your clients and easily manage multiple portfolios in a single account.
SFOX’s order types and execution algorithms powered by Smart Order Routing that does the work of best price execution for you
All of your and your clients’ activity is available from your account. The information is transparent, uniform, and easily accessible for audit-friendly reporting.
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
Here are some features that you will enjoy with SFOX’s SMA.