Demand for separately managed accounts (SMAs) continues to surge, particularly in wealth channels, but scaling tens of thousands of small, tax-aware accounts without sacrificing customization remains challenging. This session explores how firms have evolved from manual workflows to fully integrated, tech-driven execution and decision-making. Learn how to optimize portfolios for SMAs, balance direct inventory connectivity with third-party rails, implement AI-enabled pricing and automation, and expand fixed-income tax-loss harvesting capabilities to deliver scalable, customized solutions.