LoginWhat We DoSolutionsSMArtX-PlatformSMArtYBillProMarketplaceAnalyticsFeaturesTax ManagementPortfolio ConstructionTrading & RebalancingData, Reporting & IntegrationsBillingIntegrationsCustodiansPerformance ReportingPortfolio ConstructionTrading & RebalancingData AggregatorAccount OnbaordingWho We ServeFirmsRIAsBroker DealersFintech FirmsBanks, Trust Companies, InsuranceAsset ManagersCustodiansHow We PowerSMArtX Your WayAPI IntegrationsFront End SolutionsWeb ComponentsResourcesBrochuresWealth ManagementAsset ManagementBillingData ExchangeEngageEventsAboutOur CoreOrigin StoryRequest a DemoIn The NewsNewsWhat We DoSolutionsSMArtX-PlatformSMArtYBillProMarketplaceAnalyticsFeaturesTax ManagementPortfolio ConstructionTrading & RebalancingData, Reporting & IntegrationsBillingIntegrationsCustodiansPerformance ReportingPortfolio ConstructionTrading & RebalancingData AggregatorAccount OnbaordingWho We ServeFirmsRIAsBroker DealersFintech FirmsBanks, Trust Companies, InsuranceAsset ManagersCustodiansHow We PowerSMArtX Your WayAPI IntegrationsFront End SolutionsWeb ComponentsResourcesBrochuresWealth ManagementAsset ManagementBillingData ExchangeEngageEventsAboutOur CoreOrigin StoryRequest a DemoIn The NewsNewsSearch Search What We Do Close What We DoOpen What We DoSolutions Features Integrations SMArtX PlatformOur modular managed accounts solution streamlines investment operations for advisors. SMArtYOur new manager-sponsored platform combines access to asset managers with award-winning tools. BillProOur feature-rich billing engine handles complex fee arrangements with precision for better data and control.Marketplace Our Manager Marketplace connects advisors to over 1,500 investment strategies from 325+ asset managers.Analytics Our manager solutions provide asset managers with real-time data and powerful insights to unlock new growth opportunities. Tax Management Minimize tax liabilities and execute tax loss harvesting strategies automatically in the SMArtX platform. Portfolio ConstructionBuild portfolios that meet client goals with our 1,250+ built-in investment strategies. Trading & RebalancingExecute trades and rebalance client portfolios automatically with SMArtX’s robust features.Data, Reporting & IntegrationsSee rich insights into portfolio performance and export reporting documents for seamless client communications. Investment Support complex investment portfolios and multi-strategy accounts with our UMA architecture. CustodiansSMArtX seamlessly integrates with a range of industry-leading custodial platforms. Performance ReportingView performance reports alongside SMArtX strategies to inform portfolio decisions. Portfolio ConstructionBuild portfolios that cater to client goals with our 1,500+ built-in investment strategies. Trading & RebalancingAutomate trading and portfolio rebalancing and dedicate more time to higher-level tasks. Data AggregatorSync performance data with SMArtX insights for real-time account management. Account Onbaording Quickly integrate new client accounts into the SMArtX interface with seamless strategy matching. Who We Serve Close Who We ServeOpen Who We ServeFirms RIAsWe designed our technology around helping RIAs scale, operate more efficiently, and maintain control. Broker DealersSMArtX helps broker-dealers streamline their managed accounts businesses with automated trading, billing, and reporting tools. Fintech FirmsIntegrate your fintech platform with SMArtX’s managed account technology for cohesive productivity. Banks, Trust Companies, InsuranceEnterprise wealth firms leverage SMArtX to streamline wealth management for UHNW clients. Asset ManagersOur tech helps asset managers enhance distribution, improve business visibility, and simplify workflows. CustodiansCustodians save time and automate manual processes with SMArtX integrations. How We Power Close How We PowerOpen How We PowerAPI Integrations Front End Solutions Web Components DocumentationFind API documentation to jumpstart your full-platform integration. Stack OfferingsExplore our full-feature, out-of-the-box tech solutions for investment firms. Web ComponentsLearn how to embed SMArtX tools and widgets directly into your site. Resources Close ResourcesOpen ResourcesBrochures Engage Wealth ManagementSolutions for scaling and enhancing wealth management services.Asset Management Tools and insights for asset managers to optimize performance and distribution.Billing Billing solutions designed to simplify fees and improve control.Data ExchangeHow our technology enables seamless data connectivity and reporting.EventsView our event calendar to learn where you can find us at upcoming industry conferences, webinars, and events. About Close AboutOpen AboutOur Core In The News Origin StoryLearn how SMArtX Advisory Solutions came to be. Request a Demo Request a demo of any of our solutions for an up-close look at how SMArtX can streamline your operations. NewsFind the latest company announcements and industry updates. Log In
