Powering What's Next in Managed Accounts
Streamline operations, expand investment options, and deliver personalized client experiences—all on a platform built to scale with your firm.
Modern Tools. Smarter Wealth Management.
Simplify workflows, elevate client experiences, and scale your practice.
Advanced UMA Account Structure
Support multi-strategy portfolios, custom allocations, and tax-aware sleeves within a single unified managed account (UMA).
Sleeve Level Performance
View exposure, performance, and risk at the sleeve level to understand how every strategy contributes to client outcomes.
Tax- Impact Rebalancer
Automated daily account reviews, monitor drift, manage cash variances, and protect after-tax returns with smart scenario-based trade suggestions.
Tax Transition
Shift legacy holdings into new strategies while minimizing tax drag and preserving after-tax value.
Model Comparison
Compare third-party models side-by-side and identify the right transition path before reallocating portfolios.
Investment Products Marketplace
Access 1,500+ model portfolios, manager-traded strategies, sponsored structures, and custom solutions from 350+ asset managers.
Tax Loss Harvesting
Run large-scale, automated tax-loss harvesting with wash-sale prevention and household-level controls.
Proposal Generation
Create dynamic client-facing proposals aligned to goals, risk, and model selections—all in a single workflow.
Cash Management
Automate systematic or event-driven transactions to support DCA, RMDs, distributions, and household cash goals.
Exclusions & Substitutions
Customize portfolios with client-specific restrictions while maintaining consistent management across your book.
Data Analytics
Get real-time insights across accounts, performance, flows, and advisor activity to support growth and distribution strategy.
Enterprise Billing Engine
Configure complex, hierarchical billing structures with automated cash-flow tracking and enterprise-level standardization.
SMArtX, Your Way
Integrate, white-label, or combine approaches for a fully configured user experience.
APIs
Enterprise-grade APIs power proposals, trading, reporting, and custom workflows across your ecosystem.
Web Components
Embeddable micro-frontends that deliver rebalancing, trading, and marketplace functionality directly inside your platform.
Front End UI
A white-label, out-of-the-box advisor experience that requires zero development.
Where Your Tech Connects
Open architecture and modular design connect SMArtX to your full tech stack for seamless operations.
Black Diamond Wealth Platform
SMArtX integrates directly with the Black Diamond Wealth Platform to deliver full-scale reporting and accounting features for Black Diamond clients.
Flyer Financial Technologies
Our integration partnership with Flyer Financial Technologies expands trading capabilities for the company’s asset manager and advisor clients.
BNY Mellon | Pershing
Our features integrate seamlessly with the BNY Mellon | Pershing investment platform for laser-focused micro-services.
Charles Schwab
We provide customized managed account solutions for Charles Schwab clients with hassle-free integrations.
Goldman Sachs Advisor Solutions
Independent financial advisors who currently use Goldman Sachs Advisor Solutions can leverage streamlined features from SMArtX.
Fidelity Clearing & Custody Solutions
FCCS is one of our largest custodial relationships. We give FCCS clients direct access to turnkey managed account solutions.
TradePMR
Independent RIAs familiar with the TradePMR interface gain additional customization when they integrate SMArtX’s technology solutions.
First Clearing
Blend the benefits of First Clearing’s trusted infrastructure with SMArtX’s flexible UMA trading and portfolio tools for the ultimate investment management solution.
The SMArtX Difference
Modern, flexible, and powerful—SMArtX equips RIAs, enterprises, and asset managers with the technology to grow, scale, and deliver a better client experience.
Modular Design
Adopt the full platform or plug individual features into your current ecosystem.
Cloud-Native
Secure, scalable technology with continuous updates and real-time access.
Data Exchange
Transform and normalize custodial and sleeve-level data for actionable insights.
Operational Automation
Automate trading, billing, transitions, and other middle/back-office workflows.
Connect with SMArtX in Person
Meet our team at upcoming events and see our technology in action.
Frequently Asked Questions
What is the SMArtX Platform?
SMArtX is a cloud-native, API-first managed account platform that delivers UMA trading, tax optimization, sleeve-level tools, proposal workflows, and enterprise integrations.
How does SMArtX integrate with my existing systems?
Through APIs, micro-frontends, and custodial partnerships, SMArtX connects seamlessly to CRMs, reporting platforms, and advisor dashboards.
What key features does the platform include?
Advanced UMA architecture, tax automation, sleeve-level performance, model marketplace, billing engine, proposal tools, analytics, and more.
What is SMArtY and how does it support advisors?
SMArtY is a manager-sponsored investment solution offering both off-the-shelf and custom strategies. It lets advisors outsource investment management confidently, freeing them to focus on comprehensive financial planning.
What investment models are available through SMArtY?
Manager-sponsored custom and off-the-shelf models, all with advanced portfolio management features such as sleeve-level performance, rebalancing, and tax optimization.
What is BillPro?
A customizable, enterprise-grade billing engine built for institutional wealth management firms to automate complex fee billing with transparency and accuracy.
What billing capabilities does BillPro provide?
Support for bundled/unbundled fees, hierarchical fee schedules, configurable billing cycles, cash flow tracking, custodian-neutral integration, and detailed reporting.
What is SMArtX Marketplace?
A distribution platform offering over 1,500 investment strategies from 325+ managers under a single contract, streamlining portfolio distribution for asset managers and advisors.
How does the Marketplace help asset managers?
By enabling efficient model delivery, manager-traded frameworks, and providing tools like AUM tracking, performance calculations, and advanced product filters, the marketplace is asset manager’s distribution hub to reach and be discovered by advisors.
What is SMArtX Analytics?
A real-time insights platform that helps asset managers grow their business by tracking advisor behavior, platform trends, and strategy performance.
What analytics packages are available?
Packages range from base advisor allocation tracking to complete platform views, sales strategy tools, fund usage insights, and prospect identification for targeted engagement.
How do I choose the right integration for my firm?
Choose APIs for full customization, Web Components for speed with flexibility, or the white-labeled UI for an out-of-the-box advisor experience—enabling you to build your platform your way.
Which firms benefit most from SMArtX?
RIAs, multi-RIA platforms, broker-dealers, fintech firms, financial institutions, asset managers, and custodians—all looking for scalable, flexible, and efficient managed account infrastructure.
How does SMArtX support RIAs and aggregators?
By providing scalable UMA tech, operational efficiency, portfolio flexibility, and compliance support to grow while maintaining autonomy and enhancing advisor productivity.
What value does SMArtX offer broker-dealers and fintech firms?
Integrated compliance, product access, advisor oversight, and modern APIs/web components to enable hybrid workflows and seamless advisor experiences.
How does SMArtX serve asset managers and large institutions?
With distribution tools, performance reporting, tax overlays, and a custodian-neutral, modular architecture designed for multi-asset portfolio management and enterprise-grade scalability.
What is SMArtX Advisory Solutions?
A cloud-native managed account technology provider delivering modular, API-first infrastructure to help financial firms build and scale modern managed account programs.
What portfolio management capabilities does SMArtX offer?
Real-time, sleeve-level portfolio management and trading, tax-aware tools, detailed account-level data, and unified managed account (UMA) support.
Can firms customize their operations?
Yes, firms can choose between outsourced or in-house trading and reconciliation workflows based on their preferences.
What investment options are available through SMArtX?
Access to 1,500+ strategies from over 325 asset managers, covering long-only, long-short, alternatives, and advisor-traded sleeves, all under a single contract.
Does SMArtX include billing and reporting tools?
Yes, including BillPro for complex billing needs and performance reporting calculations, plus support for custom, white-labeled advisor portals.
How do I get started?
Request a demo today to learn how SMArtX can solve your firm’s unique challenges and break the mold of traditional legacy tech.