Thousands of registered investment advisors trust Raymond James for custody services. SMArtX integration unlocks unified account management (UMA) access and modern rebalancing tools for RIAs and hybrid advisors. With SMArtX, you maintain the secure asset handling, detailed reporting, and control Raymond James is known for while stepping into the future of streamlined investment management.
SMArtX x Raymond James
SMArtX supports direct account integration with the Raymond James platform. No programming knowledge necessary; our integrations fit seamlessly with your existing account architecture and start simplifying operations immediately. You gain sleeve-level management and next-gen features within a user-friendly platform.
Avoid the time and hassle of changing custodians to improve the management experience for Raymond James clients. SMArtX gives you the ability to implement tax-aware trading and multi-manager portfolios within the same Raymond James interface, all while eliminating manual tasks from your workflow.
You gain more time to personalize client strategies and meet with them one on one while SMArtX continuously supports their goals. Automated portfolio rebalancing and cash management tools are just a few of the intelligent features you can leverage to mitigate risk and optimize returns for clients.
Combined Efficiency and Flexibility
You already depend on Raymond James to manage your clients’ investments effectively. By combining these trusted features with SMArtX’s modern capabilities, you benefit from the highest level of efficiency and flexibility in one package.
Leverage granular control over modern trading, billing, and sleeve-level portfolio management for client success. Discover how SMArtX integration with Raymond James can transform your investment management services by requesting a live demo.
