Remi Launches Custom SMA Portal for Financial Advisors: A Game-Changer in Tailoring Investment Proposals

Introducing the game-changing custom SMA portal by Remi, a powerful tool for financial advisors looking to provide personalized investment proposals. This state-of-the-art platform revolutionizes the way advisors tailor portfolios, with a focus on tax optimization, risk mitigation, and meeting clients' financial goals. Discover how this innovative portal simplifies the process and offers comprehensive customization options.

The Power of Custom SMAs and Direct Indexing

Unleashing the potential of customized portfolios: personalized strategies for clients

Custom SMAs and direct indexing are transforming the world of investment management, providing financial advisors with the power to create personalized strategies tailored to their clients' unique needs. With Remi's custom SMA platform, advisors can go beyond traditional portfolio models and optimize investments to align with client objectives, risk profiles, and tax considerations. Let's explore how this innovative approach enhances portfolio performance while maximizing tax benefits and mitigating risk.

One of the key advantages of custom SMAs is the ability to create individualized investment strategies that reflect each client's specific goals. By tailoring portfolios, advisors can address unique financial situations, such as tax optimization for high-net-worth individuals or incorporating sustainable investment criteria for ESG-conscious clients.

Custom SMAs also provide enhanced control and transparency, allowing advisors to actively manage client portfolios in accordance with their risk appetite. With direct indexing, advisors gain the ability to implement and manage investments at the individual security level, offering flexibility to include or exclude specific stocks to align with client preferences, values, and tax optimization goals.

With Remi's custom SMA platform, advisors can harness the power of customization, putting them in the driver's seat to deliver portfolios that align with clients' financial aspirations and values. Now let's delve into the benefits and features offered by this cutting-edge platform.

Tailoring Investment Proposals to Optimize Tax Efficiency

Elevating tax management: optimizing investment strategies in a tax-conscious manner

Investment proposals crafted through Remi's custom SMA platform take tax efficiency into account, considering the impact of taxes on performance. By strategically managing tax exposures, financial advisors can help clients reach their goals efficiently and maximize after-tax returns. The built-in tax optimization tools and systematic portfolio construction engine in Remi play a vital role in this process.

Utilizing Tax-Loss Harvesting:

One of the key features offered by Remi's platform is tax-loss harvesting, an intelligent strategy that capitalizes on market fluctuations to offset capital gains with capital losses. Through an automated process, Remi identifies and liquidates securities that have incurred a loss, effectively reducing the tax liability in a portfolio.

Implementing Asset Location Strategy:

A strategic asset location can greatly impact after-tax performance. Remi's platform helps advisors determine the ideal asset location by carefully assessing the tax implications of different account types. By placing tax-efficient investments in taxable accounts and tax-inefficient assets in tax-advantaged accounts, advisors can optimize tax benefits for their clients.

Coordinating with Other Tax Management Techniques:

Remi's platform can be fully customized to align with various tax management techniques used by advisors. From managing wash sales and critical period transitional trades to optimizing Qualified Dividend Income (QDI) strategies, the platform offers the necessary tools to address complex tax scenarios across different investment strategies and asset classes.

By tailoring investment proposals with tax optimization in mind, advisors can help clients maximize their wealth accumulation potential while minimizing tax burdens.

Mitigating Risks with a Customized Approach

Balancing risk and reward: tailored solutions for investors' risk profiles and objectives

Every investor has a unique risk tolerance and financial goals. With Remi's custom SMA platform, financial advisors can mitigate risk by designing portfolios tailored to individual risk profiles and objectives.

By customizing portfolios, advisors can provide personalized risk mitigation strategies, such as sector diversification, elegant exposure reduction, or tailor-made hedging techniques. Each client's portfolio can be designed to incorporate asset classes and investment strategies that align with their risk preference and financial goals, ultimately reducing exposure to potentially unfavorable market conditions.

The Power of Risk Analysis:

Through powerful risk analysis tools offered by Remi, advisors can evaluate the potential risks associated with different investment options. Advisors can utilize historical data, stress testing scenarios, or other risk modeling techniques to provide a comprehensive view of the portfolio's downside risk.

Adaptive Risk Management:

With Remi's adaptive risk management tools, advisors can proactively monitor and adjust portfolio risk levels as market conditions change. This agile approach ensures portfolios remain aligned with clients' risk tolerance, adapts to evolving market dynamics, and seeks to optimize risk-adjusted returns.

By utilizing a customized approach to mitigate risks, financial advisors can instill confidence and peace of mind in investors, allowing them to weather turbulent market conditions while staying focused on their long-term financial goals.

Transitioning to Custom SMAs: Simplifying the Onboarding Process

Making the switch seamless: a hassle-free and intuitive experience for advisors and clients

Transitioning from traditional portfolio models to custom SMAs can be a daunting prospect. However, Remi's platform simplifies the onboarding process, making it a smooth and intuitive experience for both advisors and clients.

Streamlining the Proposal Request Process:

With the custom SMA portal, advisors can effortlessly request investment proposals tailored to meet their clients' needs. By inputting client preferences, objectives, and tax considerations, advisors receive a comprehensive, tailor-made investment proposal that addresses each client's unique financial goals.

Expert Guidance at Every Step:

Remi's platform provides advisors with access to dedicated SMA specialists who offer expertise and guidance throughout the onboarding process. Advisors can consult with these specialists, addressing any concerns and gaining insights that help customize portfolios with full confidence.

Efficient Implementation and Seamless Transition:

Remi's platform streamlines the transition process, making it hassle-free for advisors and clients alike. With a simplified account setup and implementation process, advisors can seamlessly transition their clients' existing portfolios to customized SMAs, ensuring a smooth experience for everyone involved.

The intuitive design and comprehensive support offered by Remi's custom SMA portal significantly ease the transition to personalized investment strategies, allowing advisors to maximize the benefits for their clients with ease.


Remi's custom SMA portal is a game-changer for financial advisors, offering a powerful platform to create tailored investment proposals that align with clients' unique needs. By leveraging the customization options of the platform, advisors can optimize tax efficiency, mitigate risks, and provide personalized solutions that can help clients achieve their financial goals.

With seamless onboarding, a user-friendly interface, and expert support at every step, Remi makes the transition to custom SMAs effortless and intuitive. Advisors can harness the power of this technology to deliver portfolios that boost performance, while offering clients a wealth management experience that addresses their specific requirements.

Embrace the power of customization with Remi's custom SMA portal and elevate your advisory services to new heights, offering clients tailored investment proposals that revolutionize their wealth management journey.


Are custom SMAs suitable for all clients?

Custom SMAs can be suitable for a wide range of clients, but it ultimately depends on their specific financial goals, risk tolerance, and tax situation. It's important for advisors to evaluate each client's individual circumstances to determine if a custom SMA is the right solution for them.

Can I transition my current portfolios to custom SMAs?

Yes, Remi's platform includes an efficient implementation process that enables advisors to seamlessly transition their clients' existing portfolios to custom SMAs. The platform ensures a hassle-free experience, making the transfer of assets and strategies straightforward and convenient.

How can custom SMAs help with tax optimization?

Custom SMAs offer advanced tax optimization tools such as tax-loss harvesting and asset location strategy. These features allow advisors to strategically manage tax exposures and maximize after-tax returns for clients. By utilizing these tools, advisors can help clients minimize their tax liabilities.

What support does Remi provide for financial advisors?

Remi's custom SMA portal provides financial advisors with a dedicated team of SMA specialists who offer guidance and expertise throughout the onboarding process. Advisors can rely on Remi's resources and knowledge to customize investment proposals and receive support for any questions or concerns.

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