Custodians

Connect your UMA strategies with Fusion, TradePMR’s advisor-centric custody and operational hub.

Seamlessly manage Charles Schwab custodial accounts with SMArtX’s API-driven custody integration.

Access Raymond James accounts with built-in connectivity for reporting, billing, and trade automation.

Directly integrate First Clearing accounts with SMArtX solutions to simplify account setup, trade execution, and daily reconciliation.

View real-time account data and execute trades for Fidelity accounts within the SMArtX interface.

Streamline workflows for high-net-worth client accounts through Goldman Sachs with SMArtX integration.

Connect BNY Mellon | Pershing custodial accounts directly to the SMArtX platform for seamless management and UMA access.