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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 

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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

Connect easily with leading custodians, performance systems, and data providers. 

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Flexible by Design

Use the intuitive SMArtX interface or embed our APIs and web components directly into your tech stack. 

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Future-Proof Your Firm

Scale confidently on infrastructure built for growth. 

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Elevate Advisor Capabilities

Automate the manual work while maintaining accuracy and control. 

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Real-Time Accuracy

Make informed decisions with real‑time data. 

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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

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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.