Asset Managers

Independent RIAs and RIA Aggregators

Streamline investment strategy distribution and reporting with SMArtX technology. Our suite of investment solutions caters directly to product providers seeking advisor adoption and scalable distribution.

Powerful Distribution Technology for Asset Managers

Reach more advisors and gain greater insights into your investment strategies with SMArtX’s suite of software solutions. Our technology offers the sophistication asset managers deserve within a customizable, scalable interface.

Sophistication

SMArtX Advisory Services provides asset managers with institutional-grade technology designed to handle the complexities of distributing and managing investment strategies. Sophisticated analytics help you understand strategy performance and advisor adoption so you can make informed distribution decisions.

Customization

No two asset managers run their businesses the same way, and SMArtX technology adapts to fit your unique requirements. Whether you need white-label delivery, tailored investment restrictions, or custom model sleeves, our solutions are flexible to provide the exact strategies and service models you are looking for.

Our Products for Asset Managers

We offer a range of software products designed to help asset managers simplify their workflows, enhance distribution, and improve business visibility.

Deploy

Deploy is our all-in-one portfolio solution that streamlines every step of the managed accounts process. Product distribution, client allocation, trade execution, and ongoing portfolio management are easier than ever in our intelligent, scalable interface. Deploy lets you easily oversee the entire managed accounts lifecycle with total control.

BillPro

BillPro simplifies the process of billing clients according to complex fee structures and unique billing arrangements. BillPro produces precise billing files with total accuracy and efficiency. Consolidate your entire billing process under one platform and see real-time billing updates.

Analytics

Our manager solutions provide powerful insights to help you grow your business. SMArtX analytics gives you a full-scale overview of your book of business with detailed data on advisor activity, making it easier to uncover new opportunities and expand your reach. Easily track product adoption, top prospects, platform positioning, and more.

Manager Marketplace

Our dedicated manager marketplace provides a platform for asset managers to distribute their investment strategies and models to advisors. Our platform currently provides over 1,500 investment strategies from over 300 asset managers, seamlessly connecting advisors with the products they need to simplify account management.

How We Help Asset Managers

Asset managers rely on SMArtX Advisory Services to streamline operations while delivering a trustworthy, transparent experience.

Integrated Distribution

By connecting asset managers directly to RIAs, broker-dealers, and other wealth platforms in a unified infrastructure, SMArtX simplifies onboarding and allows strategies to be distributed at scale. Managers reach advisors more efficiently through a centralized platform.

Model Access

Offering models on the SMArtX platform allows asset managers to provide simple strategy implementation for advisors. Direct model delivery ensures fast updates, facilitates automatic trading, and streamlines allocations, while asset managers maintain transparent visibility into who is using their models and how.

Investment Differentiation

With our technology, asset managers can present their products in a customizable, advisor-friendly manner. In-depth strategy analytics and real-time performance reporting helps managers differentiate their investment strategies in a crowded marketplace for broader adoption.