SMArtX Platform
SMArtX is a cloud‑native, API‑first UMA platform designed to deliver flexibility at scale. Its modular, custodian‑neutral architecture powers real‑time, sleeve‑level portfolio management—trading, rebalancing, tax overlays, performance reporting, and an integrated investment marketplace—all in one platform.
- Built to meet your needs today. Designed to evolve with you tomorrow.
Modern Infrastructure for the Future of Wealth Management
Technology to Scale your Growth
Sleeve-Level Portfolio Management
Tax-Impact Rebalancing
Intra-Day Trading
Tax Overlay Tools
Benefits
SMArtX offers these benefits to enhance your firm’s operations.
Seamless Integration With Existing Tech
Connect easily with leading custodians, performance systems, and data providers.
Flexible by Design
Use the intuitive SMArtX interface or embed our APIs and web components directly into your tech stack.
Future-Proof Your Firm
Scale confidently on infrastructure built for growth.
Elevate Advisor Capabilities
Automate the manual work while maintaining accuracy and control.
Real-Time Accuracy
Make informed decisions with real‑time data.
End‑to‑End Workflow Support
From portfolio construction to trading and rebalancing—SMArtX supports the full lifecycle.
Features
Powerful tools for broker‑dealers, RIAs, and fintech firms
Advanced UMA Account Structure
Support multi-strategy portfolios, custom allocations, and tax-aware sleeves within a single unified managed account (UMA).
Sleeve-Level Performance
View exposure, performance, and risk at the sleeve level to understand how every strategy contributes to client outcomes.
Tax-Impact Rebalancer
Automated daily account reviews, monitor drift, manage cash variances, and protect after-tax returns with smart scenario-based trade suggestions.
Tax Transition
Shift legacy holdings into new strategies while minimizing tax drag and preserving after-tax value.
Model Comparison
Compare third-party models side-by-side and identify the right transition path before reallocating portfolios.
Tax Loss Harvesting
Run large-scale, automated tax-loss harvesting with wash-sale prevention and household-level controls.
Investment Products Marketplace
Access 1,500+ model portfolios, manager-traded strategies, sponsored structures, and custom solutions from 350+ asset managers.
Proposal Generation
Create dynamic client-facing proposals aligned to goals, risk, and model selections—all in a single workflow.
Cash Management
Automate systematic or event-driven transactions to support DCA, RMDs, distributions, and household cash goals.
Exclusions & Substitutions
Customize portfolios with client-specific restrictions while maintaining consistent management across your book.
Rep-Directed Trading
Maintain flexibility to adjust allocations, execute trades, and respond quickly to client needs.
Related Products
BillPro
BillPro
Simplify complex billing arrangements with transparent, customizable fee schedules. BillPro produces precise files to support debiting, reporting, and compliance, giving custodians better data and operational control.
Analytics
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.
SMArtY
The manager-sponsored program 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.