The Managed Account Backbone for Custodial Platforms
Flexible Operations and Investment Access
Embed SMArtX technology into your platform to automate processes, reduce manual work, and provide advisors with real-time data and streamlined workflows.
Configurable Deployment
Select the SMArtX features that fit your platform using modular APIs and web components. Maintain your brand while giving advisors broader access to tools, investment strategies, and data.
Solutions for Custodians
SMArtX Platform
Integrate sleeve-level performance insights, automated rebalancing, tax transition tools, model comparison, and access to 1,500+ institutional investment strategies—all in one scalable, modular platform.
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.
How We Help Custodians
Trusted Infrastructure
Provide confidence to clients and advisors with a secure, reliable investment platform built for institutional-grade performance.
Secure and Scalable
Highly secure and scalable infrastructure to support growing client bases and diverse advisory workflows.
Seamless Integrations
Seamlessly connect to custodial platforms, CRMs, reporting tools, and other internal infrastructure—use specific components or the full platform to fit your needs.