First Clearing, a non-bank affiliate of Wells Fargo & Company, provides clearing and custody services to independent broker-dealers and registered investment advisors (RIAs). If you use First Clearing to manage investment portfolios for clients, SMArtX delivers enhanced efficiency, streamlined data transfer, and seamless trade execution to elevate your client workflow. Blend the benefits of First Clearing’s trusted infrastructure with SMArtX’s flexible UMA trading and portfolio tools for the ultimate investment management solution.
SMArtX x First Clearing
Roll out targeted investment models and execute trades faster across First Clearing accounts with SMArtX. Our UMA platform lets you access First Clearing investment portfolios in a unified interface alongside other custodial accounts, allowing for broader, streamlined oversight. With SMArtX, you can link UMA strategies across diverse clients without changing clearing firms.
Advisors across regional and independent broker-dealers gain the power to automate their workflows without sacrificing quality, strategy, or personalization. By combining the features of First Clearing and SMArtX, you can enhance reporting accuracy, trade execution, and account management while lowering operational costs.
SMArtX reduces manual processes while delivering the flexibility your firm needs to grow and scale. When you onboard new First Clearing investors, gain confidence that they will seamlessly transfer into the SMArtX interface.
Scale Advisor Operations With SMArtX
First Clearing offers a solid foundation for broker-dealers and RIAs managing client portfolios. With SMArtX, you maintain all of these features while gaining efficiency and flexibility, allowing for ultra-scalable advisor growth.
Modernize your firm’s operations without downtime or workflow disruptions. Learn how SMArtX integration can deliver new insights and capabilities for First Clearing accounts by booking a demo today.
