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Modern Tech. Fit for Your Firm

Scalable, flexible solutions designed to meet your firm’s workflow and investment needs.

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Independent RIAs

SMArtX empowers independent RIAs to streamline operations, scale efficiently, broaden investment options, and deliver personalized client experiences.

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RIA Aggregators

Grow with confidence when consolidating RIAs. SMArtX equips advisors with flexible UMA infrastructure, diverse trading models, and advanced portfolio tools—helping your firm stay competitive and scale seamlessly.

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Broker-Dealers

SMArtX supports efficient trade processing, robust oversight, advisor tools, and flexible hybrid operating models, helping licensed firms manage products and compliance effectively.

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FinTech Firms

Partner with SMArtX to expand your technology offerings, integrate managed account capabilities, and deliver more value to advisors, platforms, and managers.

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Enterprise Wealth

Large institutions offering full-service wealth management leverage SMArtX to handle complex organizational needs, multiple asset classes, and deliver seamless client experiences.

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Asset Managers

SMArtX helps firms managing investment products gain visibility among advisors, simplify distribution, and streamline portfolio operations.

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Custodians

Firms holding client assets and providing infrastructure rely on SMArtX as an operational backbone for integrations and scalable workflows.

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