Why Choose SMArtX APIs
SMArtX APIs give fintech teams and wealth firms programmatic access to a cloud-native managed account platform—so you can build differentiated experiences without rebuilding core systems.
Full Platform Access
Connect to SMArtX trading, rebalancing, model management, analytics, proposals, and cash management through APIs.
Real-Time Platform Data
Retrieve structured, near real-time data to support responsive workflows and operational insights.
Managed Account Engine
SMArtX runs managed accounts end to end—while you build custom interfaces and client experiences on top.
Core Benefits
- Lowers time to market: Launch new features without building trading, reporting, or managed account infrastructure from scratch.
- Operational efficiency: Automate proposals, rebalancing, trading, and billing once connected—reducing manual processes and overhead.
- Expanded advisor capabilities: Enable advanced portfolio management and broader investment access through a single, integrated platform.
