SMArtX Advisory Solutions is an award-winning provider of modern managed accounts technology. Our cloud-native platform was built to deliver the next generation of managed account solutions, replacing outdated legacy systems with tools that are scalable, efficient, and innovative.
SMArtX supports RIAs, broker-dealers, asset managers, custodians, TAMPs, and FinTech firms with infrastructure that integrates seamlessly into existing workflows. Through its API-first architecture and modular web components, firms can embed managed account functionality directly into their ecosystems while maintaining the flexibility to scale.
The platform provides intra-day, sleeve-level portfolio management and trading, detailed account-level data for enhanced transparency, and a robust investment products marketplace- all within a unified managed account (UMA) framework.
Key innovations include BillPro, our enterprise-grade billing engine, as well as tax-aware portfolio management tools that expand UMA capabilities to include manager-traded, cash management, tax transition, rep-directed and model-delivery sleeves. The platform also provides highly configurable API and web component integrations and customizable white-labeled user experiences.
Today, SMArtX equips advisors with the technology to grow their businesses and deliver stronger client outcomes. By pioneering advancements in UMAs, alternative investments, and data-driven advisor tools, SMArtX is redefining how wealth management firms build, scale, and succeed.
