Choose the award-winning, API-first managed account platform built to power and scale your practice. Partner with SMArtX Advisory Solutions to build and grow your managed accounts ecosystem through flexible infrastructure or our award winning TAMP experience
Our feature-rich billing engine handles complex fee arrangements with precision for better data and control
Our Manager Marketplace connects advisors to over 2,700+ investment strategies from 375+ asset managers
Our Manager solution provide asset managers with real-time date and powerful insights to unlock new growth opportunities
SMArtX powers the next generation of TAMPs with modular managed account infrastructure, open APIs, and fully white-labeled technology built to scale.
Minimize tax liabilities and execute tax loss harvesting strategies automatically in the SMArtX platform.
Build portfolios that meet client goals with our 2700+ built-in investment strategies.
Execute trades and rebalance client portfolios automatically with SMArtX’s robust features.
See rich insights into portfolio performance and export reporting documents for seamless client communications
Support complex investment portfolios and multi-strategy accounts with our UMA architecture.
API-first infrastructure, intuitive UI/UX, and flexible web components built to accelerate integration and scale innovation.
SMArtX seamlessly integrates with a range of industry-leading custodial platforms.
View performance reports alongside SMArtX strategies to inform portfolio decisions.
SMArtX enhances portfolio analysis with deeper transparency, tax-aware analytics, and scalable model management tools within a unified wealth management platform.
Sync performance data with SMArtX insights for real-time account management.
Seamlessly connect your technology ecosystem with scalable integrations, API-driven infrastructure, and unified data connectivity.
We designed our technology around helping RIAs scale, operate more efficiently, and maintain control.
SMArtX helps broker-dealers streamline their managed accounts businesses with automated trading, billing, and reporting tools.
Integrate your fintech platform with SMArtX’s managed account technology for cohesive productivity.
Enterprise wealth firms leverage SMArtX to streamline wealth management for UHNW clients.
Our tech helps asset managers enhance distribution, improve business visibility, and simplify workflows.
Custodians save time and automate manual processes with SMArtX integrations.
SMArtX Advisory Solutions Enterprise provides scalable, customizable managed accounts infrastructure powered by modular technology and open APIs.
Find API documentation to jumpstart your full-platform integration.
Explore our full-feature, out-of-the-box tech solutions for investment firms.
Learn how to embed SMArtX tools and widgets directly into your site.
Solutions for scaling and enhancing wealth management services.
Tools and insights for asset managers to optimize performance and distribution.
Billing solutions designed to simplify fees and improve control.
View our event calendar to learn where you can find us at upcoming industry conferences, webinars, and events.
Learn how SMArtX Advisory Solutions came to be.
Meet with our Leadership & Executive team members.
Join our team and grow with a culture built on innovation.
Request a demo of any of our solutions for an up-close look at how SMArtX can streamline your operations.
Connect with the SMArtX team to learn how our innovative managed accounts technology can help power and scale your business.
View our FAQs to learn where you can find us at upcoming industry.
Find the latest company announcements and industry updates.
Unlock operational efficiency, deliver personalized client experiences, and grow your business with a modern managed account platform.