Custodians

Independent RIAs and RIA Aggregators

SMArtX technology integrates directly with custodian platforms to improve investment management and deliver broader product access for clients. With SMArtX, your investment advisory ecosystem is more efficient, scalable, and attractive to advisors and asset managers.

SMArtX: The Operational Backbone for Custodians

Custodians can enhance their operations, minimize manual processes, and save time when they integrate SMArtX into their workflows.

Sophistication

SMArtX Advisory Services helps you elevate your service offerings for advisors and asset managers. By embedding SMArtX technology into your custodial platforms, advisors see real-time data, automate a range of investment processes, and streamline day-to-day operations, offering clear sophistication that keeps advisors on the platform.

Customization

SMArtX technology is highly customizable and scalable for custodians’ needs. APIs and web components allow you to integrate SMArtX’s features directly into your existing platform while selecting the specific components you want to adopt. Give advisors broader access to the products and tools they need while maintaining your brand voice and goals.

Our Products for Custodians

We offer two comprehensive solutions to help custodians streamline and scale operations.

SMArtX Platform

The full-scale SMArtX platform provides a range of features that custodians can integrate into their existing technology. Sleeve-level performance insights, automated rebalancing, tax transition features, model comparison capabilities, and a manager marketplace with over 1,500 institutional-grade investment strategies are just a few of the built-in features.

BillPro

BillPro makes billing advisors seamless with customizable fee schedules and support for complex billing arrangements. Our technology produces precise billing files that custodians can use to inform debiting processes. Gain better data, control, and decisions with BillPro’s transparent billing experience.

How We Help Custodians

Our modular technology seamlessly expands your custodial offerings.

Trusted Infrastructure

Your investment management technology is a direct representation of your business. Let SMArtX technology deliver confidence to clients that their investments are shielded under a secure, reputable infrastructure.

Secure and Scalable

The SMArtX and BillPro interfaces are highly secure, with built-in compliance features for your peace of mind. Our technology is modular and scalable to grow with your business and support diverse client needs.

Seamless Integrations

SMArtX integrates seamlessly with large-scale custodial platforms like BNY Mellon | Pershing, Goldman Sachs, Fidelity, First Clearing, and more. Let SMArtX be a continuous extension of your custodial platform, expanding features while maintaining accessibility.