SMArtX Advisory Solutions ("SMArtX"), a leading platform for enterprise managed accounts technology, 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."