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Custodians

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Streamline Operations. Expand Investment Access. 

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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.

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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.

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How We Help Custodians

Image representing a secure website, one of SMartX's goals: Trusted Infrastructure This helps deliver confidence to clients that their investments are shielded under a secure, reputable infrastructure.

Trusted Infrastructure

Provide confidence to clients and advisors with a secure, reliable investment platform built for institutional-grade performance.

Image of a lock on top of data, representing one of SMartX's goals: Secure and Scalable The SMArtX and BillPro interfaces are highly secure, with built-in compliance features for your peace of mind.

Secure and Scalable

Highly secure and scalable infrastructure to support growing client bases and diverse advisory workflows.

Image of a website, connected to several icons, representing Seamless Integrations, one of SMartX's goals, which integrates seamlessly with large-scale custodial platforms like BNY Mellon

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.