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SMArtX Platform

SMArtX is your cloud-native, API-first unified managed accounts (UMA) platform offering unmatched flexibility and scalable power. Built on a modular, custodian-neutral architecture, SMArtX supports real-time, sleeve-level portfolio management, trading, rebalancing, and tax overlay, along with detailed performance reporting and an integrated investment product marketplace.
  • Built to adapt to your firm’s needs now and in the future

Modern Infrastructure for the Future of Wealth Management

Technology to Scale your Growth 

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Sleeve-Level Portfolio Management

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Tax-Impact Rebalancing

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Intra-Day Trading

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Tax Overlay Tools

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Benefits

SMArtX offers these benefits to enhance your firm’s operations.

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Seamless Integration With Existing Tech

SMArtX integrates with a range of custodians, performance reporting tools, and data aggregators to fit seamlessly into your current workflow.
Checkbox icon representing selection and confirmation in the context of Deploy's portfolio management features for streamlined account operations.

Flexible to Your Needs

Leverage SMArtX’s intuitive front end or build fully customized solutions using its robust APIs and web components that seamlessly integrate with your existing tech stack.
Checkbox icon representing selection and confirmation in the context of Deploy's portfolio management features for streamlined account operations.

Future-Proof Your Firm

SMArtX’s scalable technology grows with your firm, whether you oversee five portfolios or 500.
Checkbox icon representing selection and confirmation in the context of Deploy's portfolio management features for streamlined account operations.

Elevate Your Advisor Capabilities

With SMArtX, you can automate rote tasks while ensuring the highest level of accuracy and compliance, giving you more time to scale your operations.
Checkbox icon representing selection and confirmation in the context of Deploy's portfolio management features for streamlined account operations.

Real-Time Accuracy

SMArtX provides real-time data updates and near-real-time trade results for more accurate investment decisions.
Checkbox icon representing selection and confirmation in the context of Deploy's portfolio management features for streamlined account operations.

Support for a Range of Processes

SMArtX supports many aspects of your workflow, from portfolio management to rebalancing and trading to performance reporting.

Features

The SMArtX platform encompasses a range of features that help broker-dealers, RIAs, and fintech firms streamline operations.

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Advanced UMA Account Structure

Support multi-strategy portfolios, custom allocations, and tax-aware sleeves within a single unified managed account (UMA).

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Sleeve-Level Performance

View exposure, performance, and risk at the sleeve level to understand how every strategy contributes to client outcomes.

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Tax-Impact Rebalancer

Automated daily account reviews, monitor drift, manage cash variances, and protect after-tax returns with smart scenario-based trade suggestions.

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Tax Transition

Shift legacy holdings into new strategies while minimizing tax drag and preserving after-tax value.

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Model Comparison

Compare third-party models side-by-side and identify the right transition path before reallocating portfolios.

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Tax Loss Harvesting

Run large-scale, automated tax-loss harvesting with wash-sale prevention and household-level controls.

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Investment Products Marketplace

Access 1,500+ model portfolios, manager-traded strategies, sponsored structures, and custom solutions from 350+ asset managers.

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Proposal Generation

Create dynamic client-facing proposals aligned to goals, risk, and model selections—all in a single workflow.

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Cash Management

Automate systematic or event-driven transactions to support DCA, RMDs, distributions, and household cash goals.

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Exclusions & Substitutions

Customize portfolios with client-specific restrictions while maintaining consistent management across your book.

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Rep-Directed Trading

Maintain flexibility to adjust allocations, execute trades, and respond quickly to client needs.