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SMArtX APIs

Modern Managed Account Infrastructure—Built to Integrate

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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.

Image of a computer screen icon, with a puzzle inside of it, representing Full Platform Integration where you can use SMArtX’s features to leverage your existing tech through the power of APIs.

Full Platform Access

Connect to SMArtX trading, rebalancing, model management, analytics, proposals, and cash management through APIs.

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Real-Time Platform Data

Retrieve structured, near real-time data to support responsive workflows and operational insights.

Icon of a gear with a house inside of it, demonstrating that SMArtX provides the core technology that runs managed accounts end-to-end, while you gain the freedom to build custom experiences or interfaces on top of our reliable tech.

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.
Image representing SMArtX’s developer-friendly APIs, which let you add new features and services without adding more time or staff to your firm.