Flexible Managed Account Solutions for Modern Wealth Management

Streamline workflows, simplify portfolio management, and future-proof your practice with SMArtX

Automate Your Managed Accounts Workflow

Manual trading, monitoring, and rebalancing slowing you down?

SMArtX’s UMA platform streamlines workflows and boosts efficiency. Asset managers gain smarter distributions, while advisors enjoy tools that simplify every step of client management.

SMArtX Platform

Modern Infrastructure for the Future of Wealth Management

SMArtX is a cloud-native, custodian-neutral UMA platform that centralizes trading, rebalancing, tax overlays, reporting, and investment access. Use the SMArtX interface out of the box—or integrate via APIs and web components into your existing tech stack.

Advanced UMA Account Structure

Support complex portfolios and multiple strategies in a single account.

Sleeve-Level Performance

Review fast and detailed insights into multi-strategy accounts.

Rebalancer

Save time with fully automated portfolio rebalancing.

Tax Transition

Switch investment strategies while minimizing tax liabilities

SMArtY

Built for Smarter Portfolio Management

Our new manager-sponsored platform combines access to asset managers with the power of SMArtX’s UMA technology and award-winning tools. Outsource your investment management to world-class asset managers so you can focus on other financial and estate planning responsibilities.

Manager Marketplace

Expand Your Reach

Leverage our curated platform of third-party investment managers and strategies directly within the SMArtX interface. Gain access to a wide range of model portfolios, SMAs, and trusted strategies to streamline portfolio distribution and investment allocation.

BillPro

Better Data. Better Control. Better Decisions.

BillPro is a modern, customizable billing engine designed for institutional wealth management firms. It handles complex fee arrangements with precision, replacing manual payment processes with a seamless, transparent billing experience that builds client trust and supports scalable growth.

Manager Analytics

Drive Your Distribution.

SMArtX Analytics gives asset managers powerful insights to grow their businesses. Gain a comprehensive view of your book of business, review detailed data on advisor activity, and uncover new opportunities to expand your reach. Analytics is backed by real-time platform data designed to inform smarter decisions.

Comprehensive Portfolio Management Features

The SMArtX platform offers a suite of comprehensive portfolio management features designed to streamline the investment process for financial advisors and asset managers. Key functionalities include real-time trading, tax overlay capabilities, and detailed performance reporting, all aimed at enhancing operational efficiency.

For instance, the platform's tax management features allow for strategic tax-loss harvesting, which can significantly improve after-tax returns for clients. Additionally, the ability to manage multiple strategies within a single account simplifies the complexities often associated with diversified portfolios.

Integration with Custodians

SMArtX Advisory Solutions ensures seamless integration with various custodians, providing users with a flexible and efficient platform for managing assets. This integration facilitates smooth transactions and data flow, which is essential for maintaining accurate and up-to-date client accounts.

By leveraging custodian-neutral architecture, SMArtX allows financial advisors to choose the custodians that best meet their needs, thereby enhancing client service and operational flexibility. This capability is crucial for firms looking to optimize their workflows and reduce the administrative burden associated with managing multiple custodial relationships.

Client-Centric Technology Solutions

At the heart of SMArtX Advisory Solutions is a commitment to client-centric technology that prioritizes the needs of financial advisors and their clients. The platform is designed to enhance transparency and improve communication, ensuring that clients are always informed about their investments.

For example, the integrated investment product marketplace allows advisors to present a wider range of investment options to their clients, fostering a more personalized investment experience. This focus on client engagement not only builds trust but also helps advisors differentiate themselves in a competitive market.

Requesting a Demo: Experience the SMArtX Advantage

Potential users can easily request a demo to experience the full capabilities of SMArtX Advisory Solutions firsthand. This hands-on approach allows financial advisors and asset managers to explore the platform's features and understand how it can be tailored to their specific operational needs.

The demo provides an opportunity to see the platform in action, highlighting features such as automated workflows, sleeve-level performance insights, and comprehensive analytics. This experience can be invaluable for firms considering a transition to a more efficient managed accounts solution.