SMArtX Analytics gives asset managers powerful insights to grow their businesses. Gain a comprehensive view of your book of business, review detailed data on advisor activity, and uncover new opportunities to expand your reach. Analytics is backed by real-time platform data designed to inform smarter decisions.
Manually tracking performance across dozens of client accounts can be time-consuming and lack the insights necessary to make informed business decisions. With SMArtX Analytics, asset managers gain access to real-time data to understand performance, pinpoint growth opportunities, and adjust their investment strategies as needed.
SMArtX Analytics brings you powerful data, trends, and insights to shape your business operations.
With our flexible packages, you can choose the level of support you need for your business’s unique goals
Our new manager-sponsored strategist platform combines access to asset managers with the power of SMArtX’s UMA technology and award-winning tools. Outsource your investment management to world-class asset managers so you can focus on other financial and estate planning responsibilities.
