Independent RIAs and RIA Aggregators

Modern Wealth Management Solutions, Built for Your Growth

Why RIAs Choose SMArtX

SMArtX helps RIAs streamline operations, scale efficiently, and deliver personalized client experiences—all with flexible, cloud-native technology.

Scale

Automate repetitive tasks and focus on growing your business.

Efficiency

Reduce manual trading and workflows with automated performance tracking, tax transitions, and model comparisons.

Independence

Retain full control over technology, investments, and business models with an open-architecture platform and custodian flexibility.

Solutions for RIAs

SMArtX

Unified managed accounts (UMA) platform for streamlined portfolio management. Execute trades, automate rebalancing reviews, manage tax overlays, and track portfolios at the sleeve level.

SMArtY

Manager-sponsored platform for custom and turnkey investment strategies. Access world-class asset managers and simplify portfolio management—all within the SMArtX interface.

Core Benefits

Scalable Tech

Our platform grows with your firm, whether you manage 1,000s or 1,000,000s of portfolios.

Seamless Integration

Direct integrations, APIs, and web components connect SMArtX to CRMs, custodians, reporting tools, and other systems.

Operational Efficiency

Automate workflows to save time, grow your business, enhance services, and stay in control.

Investment Access

Access custom, sponsored, and 1,500+ off-the shelf institutional-grade strategies.

Benefits of Automation for RIAs

Automation is a game-changer for Registered Investment Advisors (RIAs), allowing them to streamline their operations and focus on client relationships. By implementing automated solutions, RIAs can reduce the time spent on repetitive tasks, enabling them to dedicate more resources to strategic decision-making and client engagement.

For instance, with SMArtX's technology, RIAs can automate performance tracking and tax transitions, significantly minimizing human error and enhancing accuracy. This not only improves operational efficiency but also fosters trust among clients as they receive timely and precise information about their investments.

Customizable Investment Solutions

SMArtX offers customizable investment solutions tailored to the unique needs of each RIA. This flexibility allows firms to adapt their investment strategies based on client preferences and market conditions, ensuring they remain competitive in a rapidly evolving financial landscape.

With access to over 1,000 institutional-grade investment strategies through the SMArtX Marketplace, RIAs can easily construct and manage model portfolios that align with their clients' goals. This adaptability is critical for maintaining client satisfaction and retention in today's investment environment.

Enhancing Client Relationships with Technology

Leveraging technology to enhance client relationships is crucial for RIAs aiming to differentiate themselves in the market. SMArtX's platform empowers advisors to provide personalized experiences by integrating client data seamlessly and offering tailored investment insights.

By utilizing features such as automated reporting and performance analytics, RIAs can engage clients more effectively, providing them with real-time updates and insights into their portfolios. This proactive communication fosters stronger relationships and builds long-term trust between advisors and clients.

Future Trends in Investment Technology

The landscape of investment technology is continually evolving, with emerging trends that RIAs must adapt to in order to stay relevant. Innovations such as artificial intelligence, machine learning, and blockchain are transforming how investment firms operate and interact with clients.

As these technologies become more integrated into the investment process, RIAs leveraging platforms like SMArtX can gain a competitive edge by offering faster, more efficient services. Staying ahead of these trends not only enhances operational capabilities but also positions RIAs as forward-thinking leaders in the investment advisory space.